UBS Group AG: CVLT position timeline

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

UBS Group AG held 338,047 CVLT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 338,047 shares
Change vs previous 13F -372,253 shares
<0.01% of the 13F portfolio, value $47,911,400.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 113,061 shares
- UBS Group AG: 224,986 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 710,300 shares
Change vs previous 13F +324,483 shares
0.01% of the 13F portfolio, value $55,325,267.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 113,817 shares
- UBS Group AG: 596,483 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 385,817 shares
Change vs previous 13F -245,392 shares
<0.01% of the 13F portfolio, value $48,366,019.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 269,905 shares
- UBS Group AG: 115,912 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 631,209 shares
Change vs previous 13F +200,240 shares
0.01% of the 13F portfolio, value $119,159,636.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 268,192 shares
- UBS Group AG: 363,017 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 430,969 shares
Change vs previous 13F +79,176 shares
0.01% of the 13F portfolio, value $75,130,823.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 282,871 shares
- UBS Group AG: 148,098 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 351,793 shares
Change vs previous 13F +48,980 shares
0.01% of the 13F portfolio, value $55,498,865.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 147,410 shares
- UBS Group AG: 204,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 302,813 shares
Change vs previous 13F +127,583 shares
0.01% of the 13F portfolio, value $45,697,511.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 135,710 shares
- UBS Group AG: 167,103 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 175,230 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $26,959,134.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 112,534 shares
- UBS Group AG: 62,696 shares
Acceptance time not in the bulk data set (spec §4.2).