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UBS Group AG: AHRT position timeline

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

UBS Group AG held 334,179 AHRT 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 334,179 shares
    Change vs previous 13F -71,082 shares

    <0.01% of the 13F portfolio, value $2,365,988.

    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: 21,071 shares
    • UBS Group AG: 313,108 shares

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

  2. period ended2026-03-31
    13F 405,261 shares
    Change vs previous 13F +23,483 shares

    <0.01% of the 13F portfolio, value $2,228,937.

    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: 219,004 shares
    • UBS Group AG: 186,257 shares

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

  3. period ended2025-12-31
    13F 381,778 shares
    Change vs previous 13F -86,052 shares

    <0.01% of the 13F portfolio, value $2,527,370.

    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: 162,515 shares
    • UBS Group AG: 219,263 shares

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

  4. period ended2025-09-30
    13F 467,830 shares
    Change vs previous 13F +69,293 shares

    <0.01% of the 13F portfolio, value $3,279,488.

    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: 0 shares
    • UBS Group AG: 467,830 shares

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

  5. period ended2025-06-30
    13F 398,537 shares
    Change vs previous 13F +231,258 shares

    <0.01% of the 13F portfolio, value $2,737,949.

    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: 270,823 shares
    • UBS Group AG: 127,714 shares

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

  6. period ended2025-03-31
    13F 167,279 shares
    Change vs previous 13F -381,997 shares

    <0.01% of the 13F portfolio, value $1,256,266.

    13F-HR 0000950123-25-005812 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: 85,662 shares
    • UBS Group AG: 81,617 shares

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

  7. period ended2024-12-31
    13F 549,276 shares
    Change vs previous 13F -41,638 shares

    <0.01% of the 13F portfolio, value $5,619,095.

    13F-HR 0000950123-25-002466 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: 493,565 shares
    • UBS Group AG: 55,711 shares

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

  8. period ended2024-09-30
    13F 590,914 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,399,599.

    13F-HR 0000950123-24-011473 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: 483,680 shares
    • UBS Group AG: 107,234 shares

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