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Disclosery

UBS Group AG: CGDV position timeline

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

UBS Group AG held 9,995,609 CGDV 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 9,995,609 shares
    Change vs previous 13F +389,229 shares

    0.04% of the 13F portfolio, value $492,583,612.

    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: 138,270 shares
    • UBS Group AG: 9,857,339 shares

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

  2. period ended2026-03-31
    13F 9,606,380 shares
    Change vs previous 13F +377,271 shares

    0.04% of the 13F portfolio, value $408,655,405.

    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: 138,324 shares
    • UBS Group AG: 9,468,056 shares

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

  3. period ended2025-12-31
    13F 9,229,109 shares
    Change vs previous 13F +955,177 shares

    0.04% of the 13F portfolio, value $402,758,317.

    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: 1,618 shares
    • UBS Group AG: 9,227,491 shares

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

  4. period ended2025-09-30
    13F 8,273,932 shares
    Change vs previous 13F +1,389,679 shares

    0.07% of the 13F portfolio, value $347,753,362.

    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 6,884,253 shares
    Change vs previous 13F +471,851 shares

    0.06% of the 13F portfolio, value $271,859,151.

    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 6,412,402 shares
    Change vs previous 13F +406,907 shares

    0.05% of the 13F portfolio, value $228,538,007.

    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 6,005,495 shares
    Change vs previous 13F +606,140 shares

    0.05% of the 13F portfolio, value $211,753,754.

    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 5,399,355 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $196,752,496.

    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).