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Disclosery

UBS Group AG: AFRM position timeline

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

UBS Group AG held 3,756,783 AFRM 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 3,756,783 shares
    Change vs previous 13F +390,330 shares

    0.03% of the 13F portfolio, value $306,365,654.

    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: 1,245,563 shares
    • UBS Group AG: 2,511,220 shares

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

  2. period ended2026-03-31
    13F 3,366,453 shares
    Change vs previous 13F +603,725 shares

    0.01% of the 13F portfolio, value $154,250,875.

    13F-HR 0001610520-26-000057 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: 1,064,236 shares
    • UBS Group AG: 2,302,217 shares

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

  3. period ended2025-12-31
    13F 2,762,728 shares
    Change vs previous 13F +41,706 shares

    0.02% of the 13F portfolio, value $205,629,847.

    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: 1,049,886 shares
    • UBS Group AG: 1,712,842 shares

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

  4. period ended2025-09-30
    13F 2,721,022 shares
    Change vs previous 13F +309,955 shares

    0.02% of the 13F portfolio, value $198,852,286.

    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: 940,131 shares
    • UBS Group AG: 1,780,891 shares

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

  5. period ended2025-06-30
    13F 2,411,067 shares
    Change vs previous 13F -727,751 shares

    0.02% of the 13F portfolio, value $166,701,173.

    13F-HR 0000950123-25-008111 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: 1,007,476 shares
    • UBS Group AG: 1,403,591 shares

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

  6. period ended2025-03-31
    13F 3,138,818 shares
    Change vs previous 13F +1,538,511 shares

    0.02% of the 13F portfolio, value $141,843,184.

    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: 720,730 shares
    • UBS Group AG: 2,418,088 shares

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

  7. period ended2024-12-31
    13F 1,600,307 shares
    Change vs previous 13F -361,115 shares

    0.01% of the 13F portfolio, value $97,458,698.

    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: 664,329 shares
    • UBS Group AG: 935,978 shares

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

  8. period ended2024-09-30
    13F 1,961,422 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $80,065,245.

    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: 605,029 shares
    • UBS Group AG: 1,356,393 shares

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