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UBS Group AG: CGMU position timeline

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

UBS Group AG held 4,896,084 CGMU 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 4,896,084 shares
    Change vs previous 13F +233,238 shares

    0.01% of the 13F portfolio, value $134,495,427.

    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: 285,973 shares
    • UBS Group AG: 4,610,111 shares

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

  2. period ended2026-03-31
    13F 4,662,846 shares
    Change vs previous 13F +630,076 shares

    0.01% of the 13F portfolio, value $126,596,269.

    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: 285,973 shares
    • UBS Group AG: 4,376,873 shares

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

  3. period ended2025-12-31
    13F 4,032,770 shares
    Change vs previous 13F +450,074 shares

    0.02% of the 13F portfolio, value $110,417,243.

    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 3,582,696 shares
    Change vs previous 13F +393,042 shares

    0.02% of the 13F portfolio, value $97,771,774.

    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 3,189,654 shares
    Change vs previous 13F +62,643 shares

    0.02% of the 13F portfolio, value $85,131,865.

    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 3,127,011 shares
    Change vs previous 13F +834,664 shares

    0.02% of the 13F portfolio, value $83,866,435.

    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 2,292,347 shares
    Change vs previous 13F +26,712 shares

    0.01% of the 13F portfolio, value $61,709,981.

    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 2,265,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $62,214,337.

    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).