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Disclosery

UBS Group AG: CLVT position timeline

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

UBS Group AG held 5,536,541 CLVT 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 5,536,541 shares
    Change vs previous 13F -4,436,196 shares

    <0.01% of the 13F portfolio, value $11,958,928.

    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: 0 shares
    • UBS Group AG: 5,536,541 shares

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

  2. period ended2026-03-31
    13F 9,972,737 shares
    Change vs previous 13F +5,668,991 shares

    <0.01% of the 13F portfolio, value $25,231,024.

    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: 1,123,654 shares
    • UBS Group AG: 8,849,083 shares

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

  3. period ended2025-12-31
    13F 4,303,746 shares
    Change vs previous 13F +553,449 shares

    <0.01% of the 13F portfolio, value $14,374,510.

    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: 1,031,825 shares
    • UBS Group AG: 3,271,921 shares

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

  4. period ended2025-09-30
    13F 3,750,297 shares
    Change vs previous 13F -5,959,381 shares

    <0.01% of the 13F portfolio, value $14,363,637.

    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: 1,059,141 shares
    • UBS Group AG: 2,691,156 shares

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

  5. period ended2025-06-30
    13F 9,709,678 shares
    Change vs previous 13F +4,978,641 shares

    <0.01% of the 13F portfolio, value $41,751,617.

    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: 1,599,888 shares
    • UBS Group AG: 8,109,790 shares

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

  6. period ended2025-03-31
    13F 4,731,037 shares
    Change vs previous 13F -75,371 shares

    <0.01% of the 13F portfolio, value $18,592,974.

    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: 1,243,683 shares
    • UBS Group AG: 3,487,354 shares

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

  7. period ended2024-12-31
    13F 4,806,408 shares
    Change vs previous 13F +3,698,128 shares

    <0.01% of the 13F portfolio, value $24,416,554.

    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: 1,099,221 shares
    • UBS Group AG: 3,707,187 shares

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

  8. period ended2024-09-30
    13F 1,108,280 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,868,789.

    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: 1,040,426 shares
    • UBS Group AG: 67,854 shares

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