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Disclosery

UBS Group AG: CAPR position timeline

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

UBS Group AG held 694,091 CAPR 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 694,091 shares
    Change vs previous 13F +245,730 shares

    <0.01% of the 13F portfolio, value $16,713,713.

    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: 74,430 shares
    • UBS Group AG: 619,661 shares

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

  2. period ended2026-03-31
    13F 448,361 shares
    Change vs previous 13F +209,893 shares

    <0.01% of the 13F portfolio, value $13,630,173.

    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: 76,377 shares
    • UBS Group AG: 371,984 shares

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

  3. period ended2025-12-31
    13F 238,468 shares
    Change vs previous 13F +113,751 shares

    <0.01% of the 13F portfolio, value $6,882,187.

    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: 252 shares
    • UBS Group AG: 238,216 shares

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

  4. period ended2025-09-30
    13F 124,717 shares
    Change vs previous 13F -516,886 shares

    <0.01% of the 13F portfolio, value $899,210.

    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: 0 shares
    • UBS Group AG: 124,717 shares

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

  5. period ended2025-06-30
    13F 641,603 shares
    Change vs previous 13F +189,094 shares

    <0.01% of the 13F portfolio, value $6,371,118.

    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: 92,176 shares
    • UBS Group AG: 549,427 shares

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

  6. period ended2025-03-31
    13F 452,509 shares
    Change vs previous 13F +296,193 shares

    <0.01% of the 13F portfolio, value $4,294,310.

    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: 59,166 shares
    • UBS Group AG: 393,343 shares

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

  7. period ended2024-12-31
    13F 156,316 shares
    Change vs previous 13F +143,198 shares

    <0.01% of the 13F portfolio, value $2,157,160.

    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: 33,498 shares
    • UBS Group AG: 122,818 shares

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

  8. period ended2024-09-30
    13F 13,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $199,525.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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