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Disclosery

UBS Group AG: AGM position timeline

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

UBS Group AG held 55,771 AGM 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 55,771 shares
    Change vs previous 13F -25,754 shares

    <0.01% of the 13F portfolio, value $11,113,487.

    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: 16,428 shares
    • UBS Group AG: 39,343 shares

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

  2. period ended2026-03-31
    13F 81,525 shares
    Change vs previous 13F +19,497 shares

    <0.01% of the 13F portfolio, value $12,094,233.

    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: 16,858 shares
    • UBS Group AG: 64,667 shares

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

  3. period ended2025-12-31
    13F 62,028 shares
    Change vs previous 13F +10,542 shares

    <0.01% of the 13F portfolio, value $10,890,256.

    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: 15,891 shares
    • UBS Group AG: 46,137 shares

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

  4. period ended2025-09-30
    13F 51,486 shares
    Change vs previous 13F -20,375 shares

    <0.01% of the 13F portfolio, value $8,648,618.

    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: 17,952 shares
    • UBS Group AG: 33,534 shares

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

  5. period ended2025-06-30
    13F 71,861 shares
    Change vs previous 13F +26,021 shares

    <0.01% of the 13F portfolio, value $13,961,156.

    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: 34,516 shares
    • UBS Group AG: 37,345 shares

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

  6. period ended2025-03-31
    13F 45,840 shares
    Change vs previous 13F -1,912 shares

    <0.01% of the 13F portfolio, value $8,595,459.

    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: 21,683 shares
    • UBS Group AG: 24,157 shares

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

  7. period ended2024-12-31
    13F 47,752 shares
    Change vs previous 13F +6,732 shares

    <0.01% of the 13F portfolio, value $9,404,755.

    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: 19,613 shares
    • UBS Group AG: 28,139 shares

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

  8. period ended2024-09-30
    13F 41,020 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,687,558.

    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: 18,196 shares
    • UBS Group AG: 22,824 shares

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