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Disclosery

UBS Group AG: AEP position timeline

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

UBS Group AG held 4,792,112 AEP 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 4,792,112 shares
    Change vs previous 13F -181,682 shares

    0.06% of the 13F portfolio, value $655,608,844.

    13F-HR 0001610520-26-000103 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: 2,310,019 shares
    • UBS Group AG: 2,482,093 shares

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

  2. period ended2026-03-31
    13F 4,973,794 shares
    Change vs previous 13F -170,271 shares

    0.06% of the 13F portfolio, value $651,964,917.

    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: 3,050,795 shares
    • UBS Group AG: 1,922,999 shares

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

  3. period ended2025-12-31
    13F 5,144,065 shares
    Change vs previous 13F -188,699 shares

    0.06% of the 13F portfolio, value $593,162,134.

    13F-HR 0000861177-26-000001 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: 2,896,125 shares
    • UBS Group AG: 2,247,940 shares

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

  4. period ended2025-09-30
    13F 5,332,764 shares
    Change vs previous 13F +263,564 shares

    0.06% of the 13F portfolio, value $599,935,955.

    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: 2,272,785 shares
    • UBS Group AG: 3,059,979 shares

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

  5. period ended2025-06-30
    13F 5,069,200 shares
    Change vs previous 13F +1,318,495 shares

    0.05% of the 13F portfolio, value $525,980,190.

    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: 2,651,049 shares
    • UBS Group AG: 2,418,151 shares

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

  6. period ended2025-03-31
    13F 3,750,705 shares
    Change vs previous 13F -1,663,396 shares

    0.05% of the 13F portfolio, value $409,839,536.

    13F-HR 0000950123-25-004922 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: 218,359 shares
    • UBS Group AG: 3,532,346 shares

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

  7. period ended2024-12-31
    13F 5,414,101 shares
    Change vs previous 13F -388,540 shares

    0.06% of the 13F portfolio, value $499,342,536.

    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: 1,963,959 shares
    • UBS Group AG: 3,450,142 shares

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

  8. period ended2024-09-30
    13F 5,802,641 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $595,350,969.

    13F-HR 0000950123-24-011557 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: 2,004,717 shares
    • UBS Group AG: 3,797,924 shares

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