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Disclosery

UBS Group AG: BKR position timeline

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

UBS Group AG held 11,898,016 BKR 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 11,898,016 shares
    Change vs previous 13F -1,164,378 shares

    0.06% of the 13F portfolio, value $660,339,891.

    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: 8,629,654 shares
    • UBS Group AG: 3,268,362 shares

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

  2. period ended2026-03-31
    13F 13,062,394 shares
    Change vs previous 13F +1,357,758 shares

    0.08% of the 13F portfolio, value $797,459,154.

    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: 8,795,090 shares
    • UBS Group AG: 4,267,304 shares

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

  3. period ended2025-12-31
    13F 11,704,636 shares
    Change vs previous 13F -103,857 shares

    0.05% of the 13F portfolio, value $533,029,124.

    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: 8,495,994 shares
    • UBS Group AG: 3,208,642 shares

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

  4. period ended2025-09-30
    13F 11,808,493 shares
    Change vs previous 13F -2,139,596 shares

    0.06% of the 13F portfolio, value $575,309,779.

    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: 8,640,926 shares
    • UBS Group AG: 3,167,567 shares

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

  5. period ended2025-06-30
    13F 13,948,089 shares
    Change vs previous 13F +974,215 shares

    0.05% of the 13F portfolio, value $534,769,734.

    13F-HR 0000950123-25-008300 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: 10,640,083 shares
    • UBS Group AG: 3,308,006 shares

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

  6. period ended2025-03-31
    13F 12,973,874 shares
    Change vs previous 13F -805,963 shares

    0.07% of the 13F portfolio, value $570,201,762.

    13F-HR 0000950123-25-005812 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: 9,262,413 shares
    • UBS Group AG: 3,711,461 shares

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

  7. period ended2024-12-31
    13F 13,779,837 shares
    Change vs previous 13F +1,483,816 shares

    0.06% of the 13F portfolio, value $565,248,914.

    13F-HR 0000950123-25-002466 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: 8,554,942 shares
    • UBS Group AG: 5,224,895 shares

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

  8. period ended2024-09-30
    13F 12,296,021 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $444,501,160.

    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: 9,633,006 shares
    • UBS Group AG: 2,663,015 shares

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