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Disclosery

UBS Group AG: AD position timeline

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

UBS Group AG held 69,172 AD 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 69,172 shares
    Change vs previous 13F -9,037 shares

    <0.01% of the 13F portfolio, value $2,508,176.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 41,980 shares
    • UBS Group AG: 27,192 shares

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

  2. period ended2026-03-31
    13F 78,209 shares
    Change vs previous 13F -16,706 shares

    <0.01% of the 13F portfolio, value $3,608,564.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 43,789 shares
    • UBS Group AG: 34,420 shares

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

  3. period ended2025-12-31
    13F 94,915 shares
    Change vs previous 13F -81,149 shares

    <0.01% of the 13F portfolio, value $5,089,342.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 42,399 shares
    • UBS Group AG: 52,516 shares

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

  4. period ended2025-09-30
    13F 176,064 shares
    Change vs previous 13F +61,328 shares

    <0.01% of the 13F portfolio, value $8,804,961.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 43,328 shares
    • UBS Group AG: 132,736 shares

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

  5. period ended2025-06-30
    13F 114,736 shares
    Change vs previous 13F +49,316 shares

    <0.01% of the 13F portfolio, value $7,339,662.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 67,058 shares
    • UBS Group AG: 47,678 shares

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

  6. period ended2025-03-31
    13F 65,420 shares
    Change vs previous 13F -68,605 shares

    <0.01% of the 13F portfolio, value $4,523,793.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 53,830 shares
    • UBS Group AG: 11,590 shares

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

  7. period ended2024-12-31
    13F 134,025 shares
    Change vs previous 13F +72,807 shares

    <0.01% of the 13F portfolio, value $8,406,048.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 41,969 shares
    • UBS Group AG: 92,056 shares

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

  8. period ended2024-09-30
    13F 61,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,345,564.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 36,029 shares
    • UBS Group AG: 25,189 shares

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