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Disclosery

UBS Group AG: ALTI position timeline

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

UBS Group AG held 306,625 ALTI 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 306,625 shares
    Change vs previous 13F +137,327 shares

    <0.01% of the 13F portfolio, value $1,106,916.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 169,298 shares
    Change vs previous 13F -20,480 shares

    <0.01% of the 13F portfolio, value $612,859.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 189,778 shares
    Change vs previous 13F -308,307 shares

    <0.01% of the 13F portfolio, value $880,570.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 498,085 shares
    Change vs previous 13F -17,780 shares

    <0.01% of the 13F portfolio, value $1,773,182.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 515,865 shares
    Change vs previous 13F +211,359 shares

    <0.01% of the 13F portfolio, value $2,140,840.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 304,506 shares
    Change vs previous 13F -120,292 shares

    <0.01% of the 13F portfolio, value $925,698.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 424,798 shares
    Change vs previous 13F +408,705 shares

    <0.01% of the 13F portfolio, value $1,873,359.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,188.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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