UBS Group AG: ADAM position timeline

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

UBS Group AG held 295,664 ADAM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 295,664 shares
Change vs previous 13F -73,042 shares
<0.01% of the 13F portfolio, value $2,773,329.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 164,521 shares
- UBS Group AG: 131,143 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 368,706 shares
Change vs previous 13F -103,097 shares
<0.01% of the 13F portfolio, value $2,713,675.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 167,677 shares
- UBS Group AG: 201,029 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 471,803 shares
Change vs previous 13F +19,484 shares
<0.01% of the 13F portfolio, value $3,444,162.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 151,520 shares
- UBS Group AG: 320,283 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 452,319 shares
Change vs previous 13F -181,745 shares
<0.01% of the 13F portfolio, value $3,152,662.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 157,855 shares
- UBS Group AG: 294,464 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 634,064 shares
Change vs previous 13F +203,049 shares
<0.01% of the 13F portfolio, value $4,248,228.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 106,836 shares
- UBS Group AG: 527,228 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 431,015 shares
Change vs previous 13F +19,492 shares
<0.01% of the 13F portfolio, value $2,797,287.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 242,484 shares
- UBS Group AG: 188,531 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 411,523 shares
Change vs previous 13F +92,664 shares
<0.01% of the 13F portfolio, value $2,493,829.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 181,363 shares
- UBS Group AG: 230,160 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 318,859 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,018,376.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 156,514 shares
- UBS Group AG: 162,345 shares
Acceptance time not in the bulk data set (spec §4.2).