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UBS Group AG: APPF position timeline

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

UBS Group AG held 195,887 APPF 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 195,887 shares
    Change vs previous 13F +37,972 shares

    <0.01% of the 13F portfolio, value $31,410,482.

    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: 58,195 shares
    • UBS Group AG: 137,692 shares

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

  2. period ended2026-03-31
    13F 157,915 shares
    Change vs previous 13F +60,183 shares

    <0.01% of the 13F portfolio, value $24,922,145.

    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: 57,778 shares
    • UBS Group AG: 100,137 shares

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

  3. period ended2025-12-31
    13F 97,732 shares
    Change vs previous 13F -12,740 shares

    <0.01% of the 13F portfolio, value $22,737,350.

    13F-HR 0000861177-26-000001 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: 57,767 shares
    • UBS Group AG: 39,965 shares

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

  4. period ended2025-09-30
    13F 110,472 shares
    Change vs previous 13F -85,768 shares

    <0.01% of the 13F portfolio, value $30,452,710.

    13F-HR 0001193125-25-282311 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: 56,477 shares
    • UBS Group AG: 53,995 shares

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

  5. period ended2025-06-30
    13F 196,240 shares
    Change vs previous 13F +53,444 shares

    <0.01% of the 13F portfolio, value $45,190,146.

    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: 94,459 shares
    • UBS Group AG: 101,781 shares

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

  6. period ended2025-03-31
    13F 142,796 shares
    Change vs previous 13F -917 shares

    <0.01% of the 13F portfolio, value $31,400,841.

    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: 72,725 shares
    • UBS Group AG: 70,071 shares

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

  7. period ended2024-12-31
    13F 143,713 shares
    Change vs previous 13F +10,962 shares

    <0.01% of the 13F portfolio, value $35,456,873.

    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: 118,219 shares
    • UBS Group AG: 25,494 shares

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

  8. period ended2024-09-30
    13F 132,751 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $31,249,584.

    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: 117,717 shares
    • UBS Group AG: 15,034 shares

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