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UBS Group AG: DFAE position timeline

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

UBS Group AG held 7,011,424 DFAE 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 7,011,424 shares
    Change vs previous 13F +198,703 shares

    0.02% of the 13F portfolio, value $281,929,359.

    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: 51,428 shares
    • UBS Group AG: 6,959,996 shares

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

  2. period ended2026-03-31
    13F 6,812,721 shares
    Change vs previous 13F +383,479 shares

    0.02% of the 13F portfolio, value $230,678,733.

    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: 52,521 shares
    • UBS Group AG: 6,760,200 shares

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

  3. period ended2025-12-31
    13F 6,429,242 shares
    Change vs previous 13F -20,427 shares

    0.02% of the 13F portfolio, value $209,400,412.

    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: 8,275 shares
    • UBS Group AG: 6,420,967 shares

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

  4. period ended2025-09-30
    13F 6,449,669 shares
    Change vs previous 13F +322,958 shares

    0.04% of the 13F portfolio, value $203,358,064.

    13F-HR 0001193125-25-279802 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).

  5. period ended2025-06-30
    13F 6,126,711 shares
    Change vs previous 13F -82,384 shares

    0.04% of the 13F portfolio, value $177,368,283.

    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: 0 shares
    • UBS Group AG: 6,126,711 shares

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

  6. period ended2025-03-31
    13F 6,209,095 shares
    Change vs previous 13F +929,031 shares

    0.02% of the 13F portfolio, value $160,753,470.

    13F-HR 0000950123-25-004922 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: 73,950 shares
    • UBS Group AG: 6,135,145 shares

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

  7. period ended2024-12-31
    13F 5,280,064 shares
    Change vs previous 13F +21,769 shares

    0.03% of the 13F portfolio, value $133,955,224.

    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 5,258,295 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $144,129,866.

    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).