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Disclosery

UBS Group AG: CAT position timeline

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

UBS Group AG held 4,853,853 CAT 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 4,853,853 shares
    Change vs previous 13F +181,743 shares

    0.44% of the 13F portfolio, value $5,168,868,062.

    13F-HR 0000861177-26-000004 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: 3,153,638 shares
    • UBS Group AG: 1,700,215 shares

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

  2. period ended2026-03-31
    13F 4,672,110 shares
    Change vs previous 13F -152,115 shares

    0.32% of the 13F portfolio, value $3,310,003,050.

    13F-HR 0000861177-26-000003 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: 3,267,533 shares
    • UBS Group AG: 1,404,577 shares

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

  3. period ended2025-12-31
    13F 4,824,225 shares
    Change vs previous 13F -900,908 shares

    0.28% of the 13F portfolio, value $2,763,653,776.

    13F-HR 0000861177-26-000001 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: 3,544,224 shares
    • UBS Group AG: 1,280,001 shares

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

  4. period ended2025-09-30
    13F 5,725,133 shares
    Change vs previous 13F -667,157 shares

    0.28% of the 13F portfolio, value $2,731,747,210.

    13F-HR 0001193125-25-282311 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: 4,079,115 shares
    • UBS Group AG: 1,646,018 shares

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

  5. period ended2025-06-30
    13F 6,392,290 shares
    Change vs previous 13F +154,121 shares

    0.26% of the 13F portfolio, value $2,481,550,900.

    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: 4,228,772 shares
    • UBS Group AG: 2,163,518 shares

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

  6. period ended2025-03-31
    13F 6,238,169 shares
    Change vs previous 13F +151,850 shares

    0.24% of the 13F portfolio, value $2,057,348,137.

    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: 4,204,445 shares
    • UBS Group AG: 2,033,724 shares

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

  7. period ended2024-12-31
    13F 6,086,319 shares
    Change vs previous 13F +599,725 shares

    0.25% of the 13F portfolio, value $2,207,873,081.

    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: 3,940,391 shares
    • UBS Group AG: 2,145,928 shares

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

  8. period ended2024-09-30
    13F 5,486,594 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,145,916,644.

    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: 3,627,513 shares
    • UBS Group AG: 1,859,081 shares

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