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Disclosery

UBS Group AG: BEAM position timeline

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

UBS Group AG held 2,126,595 BEAM 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 2,126,595 shares
    Change vs previous 13F -353,180 shares

    0.01% of the 13F portfolio, value $72,984,741.

    13F-HR 0000861177-26-000004 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: 1,551,781 shares
    • UBS Group AG: 574,814 shares

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

  2. period ended2026-03-31
    13F 2,479,775 shares
    Change vs previous 13F -206,427 shares

    0.01% of the 13F portfolio, value $59,093,036.

    13F-HR 0000861177-26-000003 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: 1,653,714 shares
    • UBS Group AG: 826,061 shares

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

  3. period ended2025-12-31
    13F 2,686,202 shares
    Change vs previous 13F -116,816 shares

    0.01% of the 13F portfolio, value $74,461,519.

    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: 1,712,359 shares
    • UBS Group AG: 973,843 shares

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

  4. period ended2025-09-30
    13F 2,803,018 shares
    Change vs previous 13F +1,145,716 shares

    0.01% of the 13F portfolio, value $68,029,246.

    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: 1,665,385 shares
    • UBS Group AG: 1,137,633 shares

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

  5. period ended2025-06-30
    13F 1,657,302 shares
    Change vs previous 13F -243,016 shares

    <0.01% of the 13F portfolio, value $28,190,708.

    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: 493,408 shares
    • UBS Group AG: 1,163,894 shares

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

  6. period ended2025-03-31
    13F 1,900,318 shares
    Change vs previous 13F -315,238 shares

    <0.01% of the 13F portfolio, value $37,113,211.

    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: 438,529 shares
    • UBS Group AG: 1,461,789 shares

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

  7. period ended2024-12-31
    13F 2,215,556 shares
    Change vs previous 13F +1,625,076 shares

    0.01% of the 13F portfolio, value $54,945,788.

    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: 395,920 shares
    • UBS Group AG: 1,819,636 shares

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

  8. period ended2024-09-30
    13F 590,480 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,466,763.

    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: 401,286 shares
    • UBS Group AG: 189,194 shares

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