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Disclosery

UBS Group AG: BEN position timeline

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

UBS Group AG held 3,712,258 BEN 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 3,712,258 shares
    Change vs previous 13F +129,797 shares

    0.01% of the 13F portfolio, value $123,506,824.

    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: 1,300,135 shares
    • UBS Group AG: 2,412,123 shares

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

  2. period ended2026-03-31
    13F 3,582,461 shares
    Change vs previous 13F +331,057 shares

    0.01% of the 13F portfolio, value $84,617,728.

    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: 1,138,608 shares
    • UBS Group AG: 2,443,853 shares

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

  3. period ended2025-12-31
    13F 3,251,404 shares
    Change vs previous 13F -1,391,214 shares

    0.01% of the 13F portfolio, value $77,676,041.

    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: 1,213,940 shares
    • UBS Group AG: 2,037,464 shares

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

  4. period ended2025-09-30
    13F 4,642,618 shares
    Change vs previous 13F -696,310 shares

    0.01% of the 13F portfolio, value $107,383,753.

    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: 1,268,876 shares
    • UBS Group AG: 3,373,742 shares

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

  5. period ended2025-06-30
    13F 5,338,928 shares
    Change vs previous 13F -62,418 shares

    0.01% of the 13F portfolio, value $127,333,433.

    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: 1,566,603 shares
    • UBS Group AG: 3,772,325 shares

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

  6. period ended2025-03-31
    13F 5,401,346 shares
    Change vs previous 13F +1,177,324 shares

    0.01% of the 13F portfolio, value $103,975,911.

    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: 2,077,880 shares
    • UBS Group AG: 3,323,466 shares

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

  7. period ended2024-12-31
    13F 4,224,022 shares
    Change vs previous 13F +1,166,489 shares

    0.01% of the 13F portfolio, value $85,705,408.

    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: 1,911,199 shares
    • UBS Group AG: 2,312,823 shares

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

  8. period ended2024-09-30
    13F 3,057,533 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,609,291.

    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: 1,596,762 shares
    • UBS Group AG: 1,460,771 shares

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