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UBS Group AG: CHTR position timeline

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

UBS Group AG held 2,910,909 CHTR 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 2,910,909 shares
    Change vs previous 13F +1,006,468 shares

    0.04% of the 13F portfolio, value $413,960,370.

    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: 630,124 shares
    • UBS Group AG: 2,280,785 shares

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

  2. period ended2026-03-31
    13F 1,904,441 shares
    Change vs previous 13F +87,649 shares

    0.04% of the 13F portfolio, value $411,130,721.

    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: 700,283 shares
    • UBS Group AG: 1,204,158 shares

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

  3. period ended2025-12-31
    13F 1,816,792 shares
    Change vs previous 13F -391,848 shares

    0.04% of the 13F portfolio, value $379,255,333.

    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: 663,645 shares
    • UBS Group AG: 1,153,147 shares

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

  4. period ended2025-09-30
    13F 2,208,640 shares
    Change vs previous 13F +541,788 shares

    0.06% of the 13F portfolio, value $607,607,909.

    13F-HR 0001193125-25-279802 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: 593,357 shares
    • UBS Group AG: 1,615,283 shares

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

  5. period ended2025-06-30
    13F 1,666,852 shares
    Change vs previous 13F +255,400 shares

    0.07% of the 13F portfolio, value $681,425,765.

    13F-HR 0000950123-25-008111 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: 722,135 shares
    • UBS Group AG: 944,717 shares

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

  6. period ended2025-03-31
    13F 1,411,452 shares
    Change vs previous 13F -164,118 shares

    0.06% of the 13F portfolio, value $520,162,406.

    13F-HR 0000950123-25-004922 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: 583,513 shares
    • UBS Group AG: 827,939 shares

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

  7. period ended2024-12-31
    13F 1,575,570 shares
    Change vs previous 13F +139,841 shares

    0.06% of the 13F portfolio, value $540,058,129.

    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: 594,960 shares
    • UBS Group AG: 980,610 shares

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

  8. period ended2024-09-30
    13F 1,435,729 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $465,291,057.

    13F-HR 0000950123-24-011557 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: 587,880 shares
    • UBS Group AG: 847,849 shares

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