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MORGAN STANLEY: UBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on UBS, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 7,694,575 UBS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,694,575 shares
    Change vs previous 13F -68,648 shares

    0.02% of the 13F portfolio, value $381,343,308.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,763,223 shares
    Change vs previous 13F +109,124 shares

    0.02% of the 13F portfolio, value $303,309,213.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 7,654,099 shares
    Change vs previous 13F -59,676 shares

    0.02% of the 13F portfolio, value $354,461,407.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 7,713,775 shares
    Change vs previous 13F +11,612 shares

    0.02% of the 13F portfolio, value $316,264,891.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,702,163 shares
    Change vs previous 13F -433,762 shares

    0.02% of the 13F portfolio, value $260,487,236.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,135,925 shares
    Change vs previous 13F -1,909,551 shares

    0.02% of the 13F portfolio, value $249,203,445.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 10,045,476 shares
    Change vs previous 13F +39,682 shares

    0.02% of the 13F portfolio, value $304,578,917.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 10,005,794 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $309,279,156.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).