UBS Group AG: AGI position timeline

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

UBS Group AG held 916,887 AGI 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 916,887 shares
Change vs previous 13F +191,189 shares
<0.01% of the 13F portfolio, value $27,818,351.
13F-HR 0001610520-26-000103 filed by UBS Group AG
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: 191,073 shares
- UBS Group AG: 725,814 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 725,698 shares
Change vs previous 13F -522,326 shares
<0.01% of the 13F portfolio, value $32,242,762.
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: 161,099 shares
- UBS Group AG: 564,599 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,248,024 shares
Change vs previous 13F -1,021,631 shares
<0.01% of the 13F portfolio, value $48,148,766.
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: 212,400 shares
- UBS Group AG: 1,035,624 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,269,655 shares
Change vs previous 13F -1,202,389 shares
0.01% of the 13F portfolio, value $79,120,174.
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: 288,219 shares
- UBS Group AG: 1,981,436 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,472,044 shares
Change vs previous 13F +1,910,107 shares
0.01% of the 13F portfolio, value $92,217,489.
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: 219,320 shares
- UBS Group AG: 3,252,724 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,561,937 shares
Change vs previous 13F +8,809 shares
<0.01% of the 13F portfolio, value $41,766,196.
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: 1,013,866 shares
- UBS Group AG: 548,071 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,553,128 shares
Change vs previous 13F +741,980 shares
<0.01% of the 13F portfolio, value $28,639,680.
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: 442,330 shares
- UBS Group AG: 1,110,798 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 811,148 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,174,291.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 471,505 shares
- UBS Group AG: 339,643 shares
Acceptance time not in the bulk data set (spec §4.2).