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UBS Group AG: DEI position timeline

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

UBS Group AG held 2,221,618 DEI 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 2,221,618 shares
    Change vs previous 13F +993,797 shares

    <0.01% of the 13F portfolio, value $26,215,092.

    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: 982,444 shares
    • UBS Group AG: 1,239,174 shares

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

  2. period ended2026-03-31
    13F 1,227,821 shares
    Change vs previous 13F +925,297 shares

    <0.01% of the 13F portfolio, value $11,566,073.

    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: 915,671 shares
    • UBS Group AG: 312,150 shares

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

  3. period ended2025-12-31
    13F 302,524 shares
    Change vs previous 13F -1,036,438 shares

    <0.01% of the 13F portfolio, value $3,324,739.

    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: 1,112 shares
    • UBS Group AG: 301,412 shares

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

  4. period ended2025-09-30
    13F 1,338,962 shares
    Change vs previous 13F -246,409 shares

    <0.01% of the 13F portfolio, value $20,847,638.

    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: 858,547 shares
    • UBS Group AG: 480,415 shares

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

  5. period ended2025-06-30
    13F 1,585,371 shares
    Change vs previous 13F +183,983 shares

    <0.01% of the 13F portfolio, value $23,843,981.

    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: 1,193,974 shares
    • UBS Group AG: 391,397 shares

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

  6. period ended2025-03-31
    13F 1,401,388 shares
    Change vs previous 13F -44,005 shares

    <0.01% of the 13F portfolio, value $22,422,208.

    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: 1,048,657 shares
    • UBS Group AG: 352,731 shares

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

  7. period ended2024-12-31
    13F 1,445,393 shares
    Change vs previous 13F +265,636 shares

    <0.01% of the 13F portfolio, value $26,826,495.

    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: 1,111,859 shares
    • UBS Group AG: 333,534 shares

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

  8. period ended2024-09-30
    13F 1,179,757 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,728,330.

    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: 1,085,427 shares
    • UBS Group AG: 94,330 shares

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