UBS Group AG: BOKF position timeline

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

UBS Group AG held 259,592 BOKF 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 259,592 shares
Change vs previous 13F -13,175 shares
<0.01% of the 13F portfolio, value $36,052,137.
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: 75,501 shares
- UBS Group AG: 184,091 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 272,767 shares
Change vs previous 13F +70,386 shares
<0.01% of the 13F portfolio, value $34,930,542.
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: 79,378 shares
- UBS Group AG: 193,389 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 202,381 shares
Change vs previous 13F +19,105 shares
<0.01% of the 13F portfolio, value $23,974,055.
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: 78,141 shares
- UBS Group AG: 124,240 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 183,276 shares
Change vs previous 13F -107,701 shares
<0.01% of the 13F portfolio, value $20,424,276.
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: 79,539 shares
- UBS Group AG: 103,737 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 290,977 shares
Change vs previous 13F -45,631 shares
<0.01% of the 13F portfolio, value $28,408,086.
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: 114,527 shares
- UBS Group AG: 176,450 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 336,608 shares
Change vs previous 13F +114,167 shares
<0.01% of the 13F portfolio, value $35,057,723.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 90,171 shares
- UBS Group AG: 246,437 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 222,441 shares
Change vs previous 13F +116,973 shares
<0.01% of the 13F portfolio, value $23,678,846.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 79,114 shares
- UBS Group AG: 143,327 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 105,468 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $11,034,062.
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: 82,609 shares
- UBS Group AG: 22,859 shares
Acceptance time not in the bulk data set (spec §4.2).