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Disclosery

UBS Group AG: CSR position timeline

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

UBS Group AG held 286,010 CSR 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 286,010 shares
    Change vs previous 13F +214,357 shares

    <0.01% of the 13F portfolio, value $16,070,902.

    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: 106,053 shares
    • UBS Group AG: 179,957 shares

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

  2. period ended2026-03-31
    13F 71,653 shares
    Change vs previous 13F -68,452 shares

    <0.01% of the 13F portfolio, value $4,116,465.

    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: 686 shares
    • UBS Group AG: 70,967 shares

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

  3. period ended2025-12-31
    13F 140,105 shares
    Change vs previous 13F -65,701 shares

    <0.01% of the 13F portfolio, value $9,347,805.

    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: 110,227 shares
    • UBS Group AG: 29,878 shares

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

  4. period ended2025-09-30
    13F 205,806 shares
    Change vs previous 13F +126,955 shares

    <0.01% of the 13F portfolio, value $12,121,973.

    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: 109,301 shares
    • UBS Group AG: 96,505 shares

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

  5. period ended2025-06-30
    13F 78,851 shares
    Change vs previous 13F +35,989 shares

    <0.01% of the 13F portfolio, value $4,746,041.

    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: 18,753 shares
    • UBS Group AG: 60,098 shares

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

  6. period ended2025-03-31
    13F 42,862 shares
    Change vs previous 13F -42,134 shares

    <0.01% of the 13F portfolio, value $2,775,315.

    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: 23,585 shares
    • UBS Group AG: 19,277 shares

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

  7. period ended2024-12-31
    13F 84,996 shares
    Change vs previous 13F -64,820 shares

    <0.01% of the 13F portfolio, value $5,622,486.

    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: 22,379 shares
    • UBS Group AG: 62,617 shares

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

  8. period ended2024-09-30
    13F 149,816 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,557,533.

    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: 107,820 shares
    • UBS Group AG: 41,996 shares

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