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UBS Group AG: CAG position timeline

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

UBS Group AG held 5,373,169 CAG 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 5,373,169 shares
    Change vs previous 13F -3,361,381 shares

    0.01% of the 13F portfolio, value $72,322,857.

    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: 1,698,945 shares
    • UBS Group AG: 3,674,224 shares

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

  2. period ended2026-03-31
    13F 8,734,550 shares
    Change vs previous 13F +4,237,532 shares

    0.01% of the 13F portfolio, value $137,307,125.

    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: 1,676,237 shares
    • UBS Group AG: 7,058,313 shares

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

  3. period ended2025-12-31
    13F 4,497,018 shares
    Change vs previous 13F -2,750,245 shares

    0.01% of the 13F portfolio, value $77,843,384.

    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: 1,625,487 shares
    • UBS Group AG: 2,871,531 shares

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

  4. period ended2025-09-30
    13F 7,247,263 shares
    Change vs previous 13F -847,344 shares

    0.01% of the 13F portfolio, value $132,697,386.

    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: 1,671,432 shares
    • UBS Group AG: 5,575,831 shares

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

  5. period ended2025-06-30
    13F 8,094,607 shares
    Change vs previous 13F +1,156,390 shares

    0.02% of the 13F portfolio, value $165,696,600.

    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: 4,680,790 shares
    • UBS Group AG: 3,413,817 shares

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

  6. period ended2025-03-31
    13F 6,938,217 shares
    Change vs previous 13F +42,437 shares

    0.02% of the 13F portfolio, value $185,042,248.

    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: 3,622,873 shares
    • UBS Group AG: 3,315,344 shares

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

  7. period ended2024-12-31
    13F 6,895,780 shares
    Change vs previous 13F +1,799,508 shares

    0.02% of the 13F portfolio, value $191,357,899.

    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: 3,580,987 shares
    • UBS Group AG: 3,314,793 shares

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

  8. period ended2024-09-30
    13F 5,096,272 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $165,730,757.

    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: 3,314,572 shares
    • UBS Group AG: 1,781,700 shares

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