UBS Group AG: BMI position timeline

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

UBS Group AG held 715,231 BMI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 715,231 shares
Change vs previous 13F -229,632 shares
0.01% of the 13F portfolio, value $106,125,977.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 85,820 shares
- UBS Group AG: 629,411 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 944,863 shares
Change vs previous 13F +153,912 shares
0.01% of the 13F portfolio, value $143,949,878.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 86,689 shares
- UBS Group AG: 858,174 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 790,951 shares
Change vs previous 13F +336,365 shares
0.01% of the 13F portfolio, value $137,949,763.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 78,301 shares
- UBS Group AG: 712,650 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 454,586 shares
Change vs previous 13F +124,385 shares
0.01% of the 13F portfolio, value $81,179,968.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 77,889 shares
- UBS Group AG: 376,697 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 330,201 shares
Change vs previous 13F -130,258 shares
0.01% of the 13F portfolio, value $80,882,735.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 137,259 shares
- UBS Group AG: 192,942 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 460,459 shares
Change vs previous 13F +35,260 shares
0.01% of the 13F portfolio, value $87,602,325.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 305,039 shares
- UBS Group AG: 155,420 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 425,199 shares
Change vs previous 13F +42,537 shares
0.01% of the 13F portfolio, value $90,193,212.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 296,694 shares
- UBS Group AG: 128,505 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 382,662 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $83,577,208.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 308,114 shares
- UBS Group AG: 74,548 shares
Acceptance time not in the bulk data set (spec §4.2).