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UBS Group AG: BOX position timeline

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

UBS Group AG held 1,721,093 BOX 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 1,721,093 shares
    Change vs previous 13F +432,388 shares

    <0.01% of the 13F portfolio, value $45,677,810.

    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: 408,176 shares
    • UBS Group AG: 1,312,917 shares

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

  2. period ended2026-03-31
    13F 1,288,705 shares
    Change vs previous 13F -780,959 shares

    <0.01% of the 13F portfolio, value $30,464,987.

    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: 377,102 shares
    • UBS Group AG: 911,603 shares

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

  3. period ended2025-12-31
    13F 2,069,664 shares
    Change vs previous 13F -1,508,184 shares

    0.01% of the 13F portfolio, value $61,903,649.

    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: 392,779 shares
    • UBS Group AG: 1,676,885 shares

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

  4. period ended2025-09-30
    13F 3,577,848 shares
    Change vs previous 13F -326,503 shares

    0.01% of the 13F portfolio, value $115,457,155.

    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: 362,056 shares
    • UBS Group AG: 3,215,792 shares

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

  5. period ended2025-06-30
    13F 3,904,351 shares
    Change vs previous 13F -2,461 shares

    0.01% of the 13F portfolio, value $133,411,673.

    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: 613,721 shares
    • UBS Group AG: 3,290,630 shares

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

  6. period ended2025-03-31
    13F 3,906,812 shares
    Change vs previous 13F -23,733 shares

    0.01% of the 13F portfolio, value $120,564,219.

    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: 477,822 shares
    • UBS Group AG: 3,428,990 shares

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

  7. period ended2024-12-31
    13F 3,930,545 shares
    Change vs previous 13F +1,649,947 shares

    0.01% of the 13F portfolio, value $124,205,221.

    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: 445,096 shares
    • UBS Group AG: 3,485,449 shares

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

  8. period ended2024-09-30
    13F 2,280,598 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $74,643,974.

    13F-HR 0000950123-24-011557 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: 369,998 shares
    • UBS Group AG: 1,910,600 shares

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