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UBS Group AG: BEP position timeline

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

UBS Group AG held 3,835,160 BEP 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 3,835,160 shares
    Change vs previous 13F +3,388,995 shares

    0.01% of the 13F portfolio, value $133,195,107.

    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: 600 shares
    • UBS Group AG: 3,834,560 shares

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

  2. period ended2026-03-31
    13F 446,165 shares
    Change vs previous 13F +301,115 shares

    <0.01% of the 13F portfolio, value $14,562,826.

    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: 600 shares
    • UBS Group AG: 445,565 shares

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

  3. period ended2025-12-31
    13F 145,050 shares
    Change vs previous 13F -1,051,598 shares

    <0.01% of the 13F portfolio, value $3,911,999.

    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: 600 shares
    • UBS Group AG: 144,450 shares

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

  4. period ended2025-09-30
    13F 1,196,648 shares
    Change vs previous 13F +400,052 shares

    0.01% of the 13F portfolio, value $30,861,552.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 796,596 shares
    Change vs previous 13F +298,230 shares

    <0.01% of the 13F portfolio, value $20,321,164.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 498,366 shares
    Change vs previous 13F -344,805 shares

    <0.01% of the 13F portfolio, value $11,043,791.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 843,171 shares
    Change vs previous 13F +588,218 shares

    <0.01% of the 13F portfolio, value $19,215,867.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 254,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,184,576.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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