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Disclosery

UBS Group AG: CRM position timeline

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

UBS Group AG held 14,039,500 CRM 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 14,039,500 shares
    Change vs previous 13F -1,645,118 shares

    0.19% of the 13F portfolio, value $2,199,428,071.

    13F-HR 0000861177-26-000004 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: 7,953,999 shares
    • UBS Group AG: 6,085,501 shares

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

  2. period ended2026-03-31
    13F 15,684,618 shares
    Change vs previous 13F +2,398,677 shares

    0.28% of the 13F portfolio, value $2,927,847,641.

    13F-HR 0000861177-26-000003 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: 8,871,303 shares
    • UBS Group AG: 6,813,315 shares

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

  3. period ended2025-12-31
    13F 13,285,941 shares
    Change vs previous 13F -1,031,577 shares

    0.36% of the 13F portfolio, value $3,519,578,628.

    13F-HR 0000861177-26-000001 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: 8,395,107 shares
    • UBS Group AG: 4,890,834 shares

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

  4. period ended2025-09-30
    13F 14,317,518 shares
    Change vs previous 13F -2,348,636 shares

    0.35% of the 13F portfolio, value $3,393,251,766.

    13F-HR 0001193125-25-282311 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: 8,453,396 shares
    • UBS Group AG: 5,864,122 shares

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

  5. period ended2025-06-30
    13F 16,666,154 shares
    Change vs previous 13F +1,455,080 shares

    0.47% of the 13F portfolio, value $4,544,693,536.

    13F-HR 0000950123-25-008300 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: 10,511,542 shares
    • UBS Group AG: 6,154,612 shares

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

  6. period ended2025-03-31
    13F 15,211,074 shares
    Change vs previous 13F +1,037,219 shares

    0.48% of the 13F portfolio, value $4,082,043,818.

    13F-HR 0000950123-25-005812 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: 9,258,518 shares
    • UBS Group AG: 5,952,556 shares

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

  7. period ended2024-12-31
    13F 14,173,855 shares
    Change vs previous 13F +508,649 shares

    0.54% of the 13F portfolio, value $4,738,744,941.

    13F-HR 0000950123-25-002466 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: 8,658,132 shares
    • UBS Group AG: 5,515,723 shares

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

  8. period ended2024-09-30
    13F 13,665,206 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $3,740,303,534.

    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: 8,055,687 shares
    • UBS Group AG: 5,609,519 shares

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