UBS Group AG: BANC position timeline

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

UBS Group AG held 1,174,758 BANC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,174,758 shares
Change vs previous 13F -865,265 shares
<0.01% of the 13F portfolio, value $24,000,308.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 358,830 shares
- UBS Group AG: 815,928 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,040,023 shares
Change vs previous 13F +1,129,080 shares
<0.01% of the 13F portfolio, value $35,863,605.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 337,746 shares
- UBS Group AG: 1,702,277 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 910,943 shares
Change vs previous 13F +106,305 shares
<0.01% of the 13F portfolio, value $17,572,090.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 312,516 shares
- UBS Group AG: 598,427 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 804,638 shares
Change vs previous 13F -383,305 shares
<0.01% of the 13F portfolio, value $13,316,760.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 338,539 shares
- UBS Group AG: 466,099 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,187,943 shares
Change vs previous 13F +397,100 shares
<0.01% of the 13F portfolio, value $16,690,598.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 571,109 shares
- UBS Group AG: 616,834 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 790,843 shares
Change vs previous 13F -114,028 shares
<0.01% of the 13F portfolio, value $11,222,063.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 441,856 shares
- UBS Group AG: 348,987 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 904,871 shares
Change vs previous 13F +339,275 shares
<0.01% of the 13F portfolio, value $13,989,305.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 437,593 shares
- UBS Group AG: 467,278 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 565,596 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,331,230.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 346,368 shares
- UBS Group AG: 219,228 shares
Acceptance time not in the bulk data set (spec §4.2).