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Disclosery

UBS Group AG: AMG position timeline

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

UBS Group AG held 250,647 AMG 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 250,647 shares
    Change vs previous 13F +18,053 shares

    0.01% of the 13F portfolio, value $84,818,945.

    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: 74,871 shares
    • UBS Group AG: 175,776 shares

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

  2. period ended2026-03-31
    13F 232,594 shares
    Change vs previous 13F -163,418 shares

    0.01% of the 13F portfolio, value $64,358,761.

    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: 103,473 shares
    • UBS Group AG: 129,121 shares

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

  3. period ended2025-12-31
    13F 396,012 shares
    Change vs previous 13F -66,839 shares

    0.01% of the 13F portfolio, value $114,162,339.

    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: 100,594 shares
    • UBS Group AG: 295,418 shares

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

  4. period ended2025-09-30
    13F 462,851 shares
    Change vs previous 13F +125,133 shares

    0.01% of the 13F portfolio, value $110,357,563.

    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: 112,639 shares
    • UBS Group AG: 350,212 shares

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

  5. period ended2025-06-30
    13F 337,718 shares
    Change vs previous 13F +75,326 shares

    0.01% of the 13F portfolio, value $66,452,770.

    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: 160,277 shares
    • UBS Group AG: 177,441 shares

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

  6. period ended2025-03-31
    13F 262,392 shares
    Change vs previous 13F -12,646 shares

    0.01% of the 13F portfolio, value $44,089,728.

    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: 141,733 shares
    • UBS Group AG: 120,659 shares

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

  7. period ended2024-12-31
    13F 275,038 shares
    Change vs previous 13F +162,398 shares

    0.01% of the 13F portfolio, value $50,860,026.

    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: 135,471 shares
    • UBS Group AG: 139,567 shares

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

  8. period ended2024-09-30
    13F 112,640 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,027,392.

    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: 43,652 shares
    • UBS Group AG: 68,988 shares

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