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UBS Group AG: CFG position timeline

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

UBS Group AG held 7,460,153 CFG 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 7,460,153 shares
    Change vs previous 13F +1,857,829 shares

    0.04% of the 13F portfolio, value $522,732,896.

    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: 3,293,426 shares
    • UBS Group AG: 4,166,727 shares

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

  2. period ended2026-03-31
    13F 5,602,324 shares
    Change vs previous 13F +432,463 shares

    0.03% of the 13F portfolio, value $335,971,370.

    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: 3,344,169 shares
    • UBS Group AG: 2,258,155 shares

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

  3. period ended2025-12-31
    13F 5,169,861 shares
    Change vs previous 13F -721,778 shares

    0.03% of the 13F portfolio, value $301,971,579.

    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: 2,916,472 shares
    • UBS Group AG: 2,253,389 shares

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

  4. period ended2025-09-30
    13F 5,891,639 shares
    Change vs previous 13F -820,514 shares

    0.03% of the 13F portfolio, value $313,199,531.

    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: 3,355,609 shares
    • UBS Group AG: 2,536,030 shares

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

  5. period ended2025-06-30
    13F 6,712,153 shares
    Change vs previous 13F -163,959 shares

    0.03% of the 13F portfolio, value $300,368,849.

    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: 4,372,866 shares
    • UBS Group AG: 2,339,287 shares

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

  6. period ended2025-03-31
    13F 6,876,112 shares
    Change vs previous 13F -2,315,404 shares

    0.03% of the 13F portfolio, value $281,714,308.

    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: 3,583,034 shares
    • UBS Group AG: 3,293,078 shares

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

  7. period ended2024-12-31
    13F 9,191,516 shares
    Change vs previous 13F +4,642,795 shares

    0.05% of the 13F portfolio, value $402,220,739.

    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: 3,378,632 shares
    • UBS Group AG: 5,812,884 shares

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

  8. period ended2024-09-30
    13F 4,548,721 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $186,815,970.

    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: 3,144,635 shares
    • UBS Group AG: 1,404,086 shares

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