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UBS Group AG: CFA position timeline

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

UBS Group AG held 193,295 CFA 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 193,295 shares
    Change vs previous 13F -978 shares

    <0.01% of the 13F portfolio, value $19,097,352.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 194,273 shares
    Change vs previous 13F +26,967 shares

    <0.01% of the 13F portfolio, value $17,771,900.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 167,306 shares
    Change vs previous 13F -3,673 shares

    <0.01% of the 13F portfolio, value $15,226,519.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 170,979 shares
    Change vs previous 13F +2,594 shares

    <0.01% of the 13F portfolio, value $15,555,669.

    13F-HR 0001193125-25-279802 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).

  5. period ended2025-06-30
    13F 168,385 shares
    Change vs previous 13F -481 shares

    <0.01% of the 13F portfolio, value $14,811,145.

    13F-HR 0000950123-25-008111 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).

  6. period ended2025-03-31
    13F 168,866 shares
    Change vs previous 13F -32,404 shares

    <0.01% of the 13F portfolio, value $14,259,045.

    13F-HR 0000950123-25-004922 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).

  7. period ended2024-12-31
    13F 201,270 shares
    Change vs previous 13F -36,786 shares

    <0.01% of the 13F portfolio, value $17,089,836.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 238,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,507,572.

    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).