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UBS Group AG: CE position timeline

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

UBS Group AG held 1,953,330 CE 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 1,953,330 shares
    Change vs previous 13F +492,779 shares

    0.01% of the 13F portfolio, value $89,853,180.

    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: 258,934 shares
    • UBS Group AG: 1,694,396 shares

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

  2. period ended2026-03-31
    13F 1,460,551 shares
    Change vs previous 13F +466,232 shares

    0.01% of the 13F portfolio, value $96,060,441.

    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: 262,397 shares
    • UBS Group AG: 1,198,154 shares

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

  3. period ended2025-12-31
    13F 994,319 shares
    Change vs previous 13F -67,847 shares

    <0.01% of the 13F portfolio, value $42,039,807.

    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: 251,738 shares
    • UBS Group AG: 742,581 shares

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

  4. period ended2025-09-30
    13F 1,062,166 shares
    Change vs previous 13F -834,122 shares

    <0.01% of the 13F portfolio, value $44,695,947.

    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: 271,740 shares
    • UBS Group AG: 790,426 shares

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

  5. period ended2025-06-30
    13F 1,896,288 shares
    Change vs previous 13F -174,456 shares

    0.01% of the 13F portfolio, value $104,921,614.

    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: 396,111 shares
    • UBS Group AG: 1,500,177 shares

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

  6. period ended2025-03-31
    13F 2,070,744 shares
    Change vs previous 13F +153,522 shares

    0.01% of the 13F portfolio, value $117,556,136.

    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: 285,947 shares
    • UBS Group AG: 1,784,797 shares

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

  7. period ended2024-12-31
    13F 1,917,222 shares
    Change vs previous 13F +1,039,334 shares

    0.02% of the 13F portfolio, value $132,690,934.

    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: 448,247 shares
    • UBS Group AG: 1,468,975 shares

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

  8. period ended2024-09-30
    13F 877,888 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $119,357,653.

    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: 472,919 shares
    • UBS Group AG: 404,969 shares

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