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Disclosery

UBS Group AG: BAM position timeline

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

UBS Group AG held 792,755 BAM 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 792,755 shares
    Change vs previous 13F -60,462 shares

    <0.01% of the 13F portfolio, value $35,555,062.

    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: 198,723 shares
    • UBS Group AG: 594,032 shares

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

  2. period ended2026-03-31
    13F 853,217 shares
    Change vs previous 13F +89,789 shares

    <0.01% of the 13F portfolio, value $37,925,495.

    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: 198,723 shares
    • UBS Group AG: 654,494 shares

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

  3. period ended2025-12-31
    13F 763,428 shares
    Change vs previous 13F -135,166 shares

    <0.01% of the 13F portfolio, value $39,995,993.

    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: 195,648 shares
    • UBS Group AG: 567,780 shares

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

  4. period ended2025-09-30
    13F 898,594 shares
    Change vs previous 13F -391,133 shares

    0.01% of the 13F portfolio, value $51,165,943.

    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: 898,594 shares

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

  5. period ended2025-06-30
    13F 1,289,727 shares
    Change vs previous 13F +470,986 shares

    0.01% of the 13F portfolio, value $71,296,108.

    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: 490,554 shares
    • UBS Group AG: 799,173 shares

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

  6. period ended2025-03-31
    13F 818,741 shares
    Change vs previous 13F +232,200 shares

    <0.01% of the 13F portfolio, value $39,668,001.

    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: 261,050 shares
    • UBS Group AG: 557,691 shares

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

  7. period ended2024-12-31
    13F 586,541 shares
    Change vs previous 13F -47,349 shares

    <0.01% of the 13F portfolio, value $31,784,657.

    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: 237,037 shares
    • UBS Group AG: 349,504 shares

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

  8. period ended2024-09-30
    13F 633,890 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $29,976,657.

    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: 303,103 shares
    • UBS Group AG: 330,787 shares

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