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UBS Group AG: CAL position timeline

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

UBS Group AG held 309,263 CAL 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 309,263 shares
    Change vs previous 13F +89,841 shares

    <0.01% of the 13F portfolio, value $3,825,584.

    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: 1,215 shares
    • UBS Group AG: 308,048 shares

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

  2. period ended2026-03-31
    13F 219,422 shares
    Change vs previous 13F -67,539 shares

    <0.01% of the 13F portfolio, value $2,312,708.

    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: 1,215 shares
    • UBS Group AG: 218,207 shares

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

  3. period ended2025-12-31
    13F 286,961 shares
    Change vs previous 13F -84,774 shares

    <0.01% of the 13F portfolio, value $3,492,315.

    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: 364 shares
    • UBS Group AG: 286,597 shares

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

  4. period ended2025-09-30
    13F 371,735 shares
    Change vs previous 13F -85,185 shares

    <0.01% of the 13F portfolio, value $4,847,426.

    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: 79,121 shares
    • UBS Group AG: 292,614 shares

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

  5. period ended2025-06-30
    13F 456,920 shares
    Change vs previous 13F +190,505 shares

    <0.01% of the 13F portfolio, value $5,583,562.

    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: 257,451 shares
    • UBS Group AG: 199,469 shares

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

  6. period ended2025-03-31
    13F 266,415 shares
    Change vs previous 13F +6,757 shares

    <0.01% of the 13F portfolio, value $4,590,330.

    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: 105,137 shares
    • UBS Group AG: 161,278 shares

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

  7. period ended2024-12-31
    13F 259,658 shares
    Change vs previous 13F +130,179 shares

    <0.01% of the 13F portfolio, value $6,013,679.

    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: 100,962 shares
    • UBS Group AG: 158,696 shares

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

  8. period ended2024-09-30
    13F 129,479 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,279,281.

    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: 76,646 shares
    • UBS Group AG: 52,833 shares

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