Skip to content
Disclosery

UBS Group AG: BMO position timeline

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

UBS Group AG held 955,466 BMO 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 955,466 shares
    Change vs previous 13F +136,632 shares

    0.01% of the 13F portfolio, value $168,830,843.

    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: 1,828 shares
    • UBS Group AG: 953,638 shares

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

  2. period ended2026-03-31
    13F 818,834 shares
    Change vs previous 13F +300,026 shares

    0.01% of the 13F portfolio, value $110,820,927.

    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: 1,828 shares
    • UBS Group AG: 817,006 shares

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

  3. period ended2025-12-31
    13F 518,808 shares
    Change vs previous 13F -1,623,409 shares

    0.01% of the 13F portfolio, value $67,336,024.

    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: 284 shares
    • UBS Group AG: 518,524 shares

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

  4. period ended2025-09-30
    13F 2,142,217 shares
    Change vs previous 13F +292,912 shares

    0.03% of the 13F portfolio, value $279,023,700.

    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: 14,840 shares
    • UBS Group AG: 2,127,377 shares

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

  5. period ended2025-06-30
    13F 1,849,305 shares
    Change vs previous 13F +141,433 shares

    0.02% of the 13F portfolio, value $204,588,667.

    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: 1,016,097 shares
    • UBS Group AG: 833,208 shares

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

  6. period ended2025-03-31
    13F 1,707,872 shares
    Change vs previous 13F +500,530 shares

    0.02% of the 13F portfolio, value $163,118,853.

    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: 1,002,463 shares
    • UBS Group AG: 705,409 shares

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

  7. period ended2024-12-31
    13F 1,207,342 shares
    Change vs previous 13F -101,358 shares

    0.01% of the 13F portfolio, value $117,172,541.

    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: 935,625 shares
    • UBS Group AG: 271,717 shares

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

  8. period ended2024-09-30
    13F 1,308,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $118,044,739.

    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: 939,343 shares
    • UBS Group AG: 369,357 shares

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