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UBS Group AG: CSV position timeline

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

UBS Group AG held 20,846 CSV 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 20,846 shares
    Change vs previous 13F -1,353 shares

    <0.01% of the 13F portfolio, value $799,235.

    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: 897 shares
    • UBS Group AG: 19,949 shares

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

  2. period ended2026-03-31
    13F 22,199 shares
    Change vs previous 13F +1,556 shares

    <0.01% of the 13F portfolio, value $1,013,606.

    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: 897 shares
    • UBS Group AG: 21,302 shares

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

  3. period ended2025-12-31
    13F 20,643 shares
    Change vs previous 13F -33,360 shares

    <0.01% of the 13F portfolio, value $873,200.

    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: 217 shares
    • UBS Group AG: 20,426 shares

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

  4. period ended2025-09-30
    13F 54,003 shares
    Change vs previous 13F +13,761 shares

    <0.01% of the 13F portfolio, value $2,405,294.

    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: 0 shares
    • UBS Group AG: 54,003 shares

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

  5. period ended2025-06-30
    13F 40,242 shares
    Change vs previous 13F +30,642 shares

    <0.01% of the 13F portfolio, value $1,840,669.

    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: 7,033 shares
    • UBS Group AG: 33,209 shares

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

  6. period ended2025-03-31
    13F 9,600 shares
    Change vs previous 13F -2,525 shares

    <0.01% of the 13F portfolio, value $372,000.

    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 12,125 shares
    Change vs previous 13F -4,667 shares

    <0.01% of the 13F portfolio, value $483,181.

    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 16,792 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $551,282.

    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).