UBS Group AG: CFR position timeline

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

UBS Group AG held 320,204 CFR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 320,204 shares
Change vs previous 13F -76,424 shares
<0.01% of the 13F portfolio, value $49,477,923.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 140,812 shares
- UBS Group AG: 179,392 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 396,628 shares
Change vs previous 13F +4,804 shares
0.01% of the 13F portfolio, value $54,369,766.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 142,443 shares
- UBS Group AG: 254,185 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 391,824 shares
Change vs previous 13F -102,459 shares
0.01% of the 13F portfolio, value $49,616,674.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 140,188 shares
- UBS Group AG: 251,636 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 494,283 shares
Change vs previous 13F +147,261 shares
0.01% of the 13F portfolio, value $62,660,255.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 144,682 shares
- UBS Group AG: 349,601 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 347,022 shares
Change vs previous 13F +55,482 shares
<0.01% of the 13F portfolio, value $44,606,209.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 229,498 shares
- UBS Group AG: 117,524 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 291,540 shares
Change vs previous 13F -33,695 shares
<0.01% of the 13F portfolio, value $36,500,810.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 166,900 shares
- UBS Group AG: 124,640 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 325,235 shares
Change vs previous 13F +80,518 shares
<0.01% of the 13F portfolio, value $43,662,800.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 151,837 shares
- UBS Group AG: 173,398 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 244,717 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $27,374,044.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 135,786 shares
- UBS Group AG: 108,931 shares
Acceptance time not in the bulk data set (spec §4.2).