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Disclosery

UBS Group AG: CMBS position timeline

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

UBS Group AG held 1,696,156 CMBS 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 1,696,156 shares
    Change vs previous 13F -268,406 shares

    0.01% of the 13F portfolio, value $82,517,989.

    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: 226,208 shares
    • UBS Group AG: 1,469,948 shares

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

  2. period ended2026-03-31
    13F 1,964,562 shares
    Change vs previous 13F +1,355,709 shares

    0.01% of the 13F portfolio, value $95,733,106.

    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: 307,513 shares
    • UBS Group AG: 1,657,049 shares

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

  3. period ended2025-12-31
    13F 608,853 shares
    Change vs previous 13F +170,676 shares

    <0.01% of the 13F portfolio, value $29,882,506.

    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: 66,945 shares
    • UBS Group AG: 541,908 shares

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

  4. period ended2025-09-30
    13F 438,177 shares
    Change vs previous 13F +59,939 shares

    <0.01% of the 13F portfolio, value $21,501,345.

    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 378,238 shares
    Change vs previous 13F -62,701 shares

    <0.01% of the 13F portfolio, value $18,427,755.

    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 440,939 shares
    Change vs previous 13F +3,328 shares

    <0.01% of the 13F portfolio, value $21,165,072.

    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 437,611 shares
    Change vs previous 13F +3,978 shares

    <0.01% of the 13F portfolio, value $20,655,239.

    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 433,633 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,217,663.

    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).