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Disclosery

UBS Group AG: D position timeline

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

UBS Group AG held 7,301,278 D 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 7,301,278 shares
    Change vs previous 13F -558,035 shares

    0.04% of the 13F portfolio, value $498,604,274.

    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: 4,288,973 shares
    • UBS Group AG: 3,012,305 shares

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

  2. period ended2026-03-31
    13F 7,859,313 shares
    Change vs previous 13F +109,147 shares

    0.05% of the 13F portfolio, value $485,862,730.

    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: 4,092,723 shares
    • UBS Group AG: 3,766,590 shares

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

  3. period ended2025-12-31
    13F 7,750,166 shares
    Change vs previous 13F +26,736 shares

    0.05% of the 13F portfolio, value $454,082,228.

    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: 4,039,688 shares
    • UBS Group AG: 3,710,478 shares

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

  4. period ended2025-09-30
    13F 7,723,430 shares
    Change vs previous 13F -1,174,395 shares

    0.05% of the 13F portfolio, value $472,442,213.

    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: 4,018,861 shares
    • UBS Group AG: 3,704,569 shares

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

  5. period ended2025-06-30
    13F 8,897,825 shares
    Change vs previous 13F +495,909 shares

    0.05% of the 13F portfolio, value $502,905,070.

    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: 5,011,913 shares
    • UBS Group AG: 3,885,912 shares

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

  6. period ended2025-03-31
    13F 8,401,916 shares
    Change vs previous 13F -421,316 shares

    0.06% of the 13F portfolio, value $471,095,430.

    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: 4,934,963 shares
    • UBS Group AG: 3,466,953 shares

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

  7. period ended2024-12-31
    13F 8,823,232 shares
    Change vs previous 13F +1,140,498 shares

    0.05% of the 13F portfolio, value $475,219,276.

    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: 4,706,225 shares
    • UBS Group AG: 4,117,007 shares

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

  8. period ended2024-09-30
    13F 7,682,734 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $443,985,199.

    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: 3,881,411 shares
    • UBS Group AG: 3,801,323 shares

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