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UBS Group AG: CB position timeline

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

UBS Group AG held 3,446,117 CB 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 3,446,117 shares
    Change vs previous 13F -2,834,797 shares

    0.1% of the 13F portfolio, value $1,174,229,907.

    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: 689,209 shares
    • UBS Group AG: 2,756,908 shares

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

  2. period ended2026-03-31
    13F 6,280,914 shares
    Change vs previous 13F +1,074,307 shares

    0.2% of the 13F portfolio, value $2,047,138,301.

    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: 3,409,843 shares
    • UBS Group AG: 2,871,071 shares

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

  3. period ended2025-12-31
    13F 5,206,607 shares
    Change vs previous 13F +2,972,492 shares

    0.17% of the 13F portfolio, value $1,625,086,177.

    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: 2,548,307 shares
    • UBS Group AG: 2,658,300 shares

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

  4. period ended2025-09-30
    13F 2,234,115 shares
    Change vs previous 13F -3,501,662 shares

    0.12% of the 13F portfolio, value $630,578,960.

    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: 2,234,115 shares

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

  5. period ended2025-06-30
    13F 5,735,777 shares
    Change vs previous 13F +108,805 shares

    0.17% of the 13F portfolio, value $1,661,769,312.

    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: 3,099,871 shares
    • UBS Group AG: 2,635,906 shares

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

  6. period ended2025-03-31
    13F 5,626,972 shares
    Change vs previous 13F +306,555 shares

    0.2% of the 13F portfolio, value $1,699,289,274.

    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: 2,784,053 shares
    • UBS Group AG: 2,842,919 shares

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

  7. period ended2024-12-31
    13F 5,320,417 shares
    Change vs previous 13F +418,077 shares

    0.17% of the 13F portfolio, value $1,470,031,218.

    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: 2,753,719 shares
    • UBS Group AG: 2,566,698 shares

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

  8. period ended2024-09-30
    13F 4,902,340 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,413,785,833.

    13F-HR 0000950123-24-011557 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: 2,387,160 shares
    • UBS Group AG: 2,515,180 shares

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