Skip to content
Disclosery

UBS Group AG: CASS position timeline

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

UBS Group AG held 13,391 CASS 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 13,391 shares
    Change vs previous 13F -1,093 shares

    <0.01% of the 13F portfolio, value $687,226.

    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: 85 shares
    • UBS Group AG: 13,306 shares

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

  2. period ended2026-03-31
    13F 14,484 shares
    Change vs previous 13F +8,221 shares

    <0.01% of the 13F portfolio, value $637,586.

    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: 85 shares
    • UBS Group AG: 14,399 shares

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

  3. period ended2025-12-31
    13F 6,263 shares
    Change vs previous 13F -40,958 shares

    <0.01% of the 13F portfolio, value $260,040.

    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: 38 shares
    • UBS Group AG: 6,225 shares

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

  4. period ended2025-09-30
    13F 47,221 shares
    Change vs previous 13F -12,556 shares

    <0.01% of the 13F portfolio, value $1,857,202.

    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: 21,995 shares
    • UBS Group AG: 25,226 shares

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

  5. period ended2025-06-30
    13F 59,777 shares
    Change vs previous 13F -1,390 shares

    <0.01% of the 13F portfolio, value $2,597,311.

    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: 40,284 shares
    • UBS Group AG: 19,493 shares

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

  6. period ended2025-03-31
    13F 61,167 shares
    Change vs previous 13F -1,335 shares

    <0.01% of the 13F portfolio, value $2,645,473.

    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: 32,174 shares
    • UBS Group AG: 28,993 shares

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

  7. period ended2024-12-31
    13F 62,502 shares
    Change vs previous 13F +23,549 shares

    <0.01% of the 13F portfolio, value $2,556,957.

    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: 32,174 shares
    • UBS Group AG: 30,328 shares

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

  8. period ended2024-09-30
    13F 38,953 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,615,769.

    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: 30,251 shares
    • UBS Group AG: 8,702 shares

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