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UBS Group AG: CALM position timeline

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

UBS Group AG held 858,804 CALM 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 858,804 shares
    Change vs previous 13F -54,542 shares

    0.01% of the 13F portfolio, value $69,185,249.

    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: 100,208 shares
    • UBS Group AG: 758,596 shares

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

  2. period ended2026-03-31
    13F 913,346 shares
    Change vs previous 13F +434,642 shares

    0.01% of the 13F portfolio, value $72,291,336.

    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: 96,471 shares
    • UBS Group AG: 816,875 shares

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

  3. period ended2025-12-31
    13F 478,704 shares
    Change vs previous 13F +61,770 shares

    <0.01% of the 13F portfolio, value $38,090,478.

    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: 73,245 shares
    • UBS Group AG: 405,459 shares

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

  4. period ended2025-09-30
    13F 416,934 shares
    Change vs previous 13F +90,068 shares

    <0.01% of the 13F portfolio, value $39,233,491.

    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: 71,134 shares
    • UBS Group AG: 345,800 shares

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

  5. period ended2025-06-30
    13F 326,866 shares
    Change vs previous 13F +127,007 shares

    <0.01% of the 13F portfolio, value $32,565,660.

    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: 137,322 shares
    • UBS Group AG: 189,544 shares

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

  6. period ended2025-03-31
    13F 199,859 shares
    Change vs previous 13F +26,965 shares

    <0.01% of the 13F portfolio, value $18,167,183.

    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: 85,422 shares
    • UBS Group AG: 114,437 shares

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

  7. period ended2024-12-31
    13F 172,894 shares
    Change vs previous 13F +66,711 shares

    <0.01% of the 13F portfolio, value $17,794,252.

    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: 77,686 shares
    • UBS Group AG: 95,208 shares

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

  8. period ended2024-09-30
    13F 106,183 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,946,735.

    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: 61,036 shares
    • UBS Group AG: 45,147 shares

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