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Disclosery

UBS Group AG: AM position timeline

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

UBS Group AG held 2,890,583 AM 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 2,890,583 shares
    Change vs previous 13F +666,167 shares

    0.01% of the 13F portfolio, value $65,760,765.

    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: 798,718 shares
    • UBS Group AG: 2,091,865 shares

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

  2. period ended2026-03-31
    13F 2,224,416 shares
    Change vs previous 13F -1,721,885 shares

    <0.01% of the 13F portfolio, value $50,716,685.

    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: 863,526 shares
    • UBS Group AG: 1,360,890 shares

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

  3. period ended2025-12-31
    13F 3,946,301 shares
    Change vs previous 13F +330,178 shares

    0.01% of the 13F portfolio, value $70,204,694.

    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: 830,149 shares
    • UBS Group AG: 3,116,152 shares

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

  4. period ended2025-09-30
    13F 3,616,123 shares
    Change vs previous 13F -854,092 shares

    0.01% of the 13F portfolio, value $70,297,431.

    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: 913,641 shares
    • UBS Group AG: 2,702,482 shares

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

  5. period ended2025-06-30
    13F 4,470,215 shares
    Change vs previous 13F +890,248 shares

    0.01% of the 13F portfolio, value $84,710,574.

    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: 1,420,985 shares
    • UBS Group AG: 3,049,230 shares

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

  6. period ended2025-03-31
    13F 3,579,967 shares
    Change vs previous 13F +1,514,394 shares

    0.01% of the 13F portfolio, value $64,439,406.

    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: 946,082 shares
    • UBS Group AG: 2,633,885 shares

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

  7. period ended2024-12-31
    13F 2,065,573 shares
    Change vs previous 13F +672,939 shares

    <0.01% of the 13F portfolio, value $31,169,497.

    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: 902,747 shares
    • UBS Group AG: 1,162,826 shares

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

  8. period ended2024-09-30
    13F 1,392,634 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,959,141.

    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: 870,034 shares
    • UBS Group AG: 522,600 shares

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