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Disclosery

UBS Group AG: BHC position timeline

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

UBS Group AG held 744,207 BHC 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 744,207 shares
    Change vs previous 13F -297,641 shares

    <0.01% of the 13F portfolio, value $3,668,940.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 1,041,848 shares
    Change vs previous 13F +434,371 shares

    <0.01% of the 13F portfolio, value $5,625,980.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 607,477 shares
    Change vs previous 13F -4,540,973 shares

    <0.01% of the 13F portfolio, value $4,221,966.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 5,148,450 shares
    Change vs previous 13F +3,848,467 shares

    0.01% of the 13F portfolio, value $33,207,503.

    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: 5,148,450 shares

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

  5. period ended2025-06-30
    13F 1,299,983 shares
    Change vs previous 13F +79,395 shares

    <0.01% of the 13F portfolio, value $8,657,886.

    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: 317,268 shares
    • UBS Group AG: 982,715 shares

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

  6. period ended2025-03-31
    13F 1,220,588 shares
    Change vs previous 13F -102,243 shares

    <0.01% of the 13F portfolio, value $7,897,205.

    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: 324,847 shares
    • UBS Group AG: 895,741 shares

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

  7. period ended2024-12-31
    13F 1,322,831 shares
    Change vs previous 13F +876,304 shares

    <0.01% of the 13F portfolio, value $10,662,018.

    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: 315,013 shares
    • UBS Group AG: 1,007,818 shares

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

  8. period ended2024-09-30
    13F 446,527 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,643,661.

    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: 318,736 shares
    • UBS Group AG: 127,791 shares

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