UBS Group AG: AGO position timeline

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

UBS Group AG held 194,935 AGO 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 194,935 shares
Change vs previous 13F -110,064 shares
<0.01% of the 13F portfolio, value $15,625,989.
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: 4,628 shares
- UBS Group AG: 190,307 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 304,999 shares
Change vs previous 13F -26,766 shares
<0.01% of the 13F portfolio, value $24,851,320.
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: 145,519 shares
- UBS Group AG: 159,480 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 331,765 shares
Change vs previous 13F -95,976 shares
<0.01% of the 13F portfolio, value $29,815,722.
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: 146,640 shares
- UBS Group AG: 185,125 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 427,741 shares
Change vs previous 13F -127,207 shares
<0.01% of the 13F portfolio, value $36,208,275.
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: 158,530 shares
- UBS Group AG: 269,211 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 554,948 shares
Change vs previous 13F +19,511 shares
<0.01% of the 13F portfolio, value $48,335,973.
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: 254,492 shares
- UBS Group AG: 300,456 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 535,437 shares
Change vs previous 13F +34,114 shares
0.01% of the 13F portfolio, value $47,171,999.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 238,638 shares
- UBS Group AG: 296,799 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 501,323 shares
Change vs previous 13F +202,090 shares
0.01% of the 13F portfolio, value $45,124,083.
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: 222,403 shares
- UBS Group AG: 278,920 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 299,233 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $23,795,007.
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: 216,912 shares
- UBS Group AG: 82,321 shares
Acceptance time not in the bulk data set (spec §4.2).