UBS Group AG: DFIN position timeline

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

UBS Group AG held 165,426 DFIN 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 165,426 shares
Change vs previous 13F -58,324 shares
<0.01% of the 13F portfolio, value $6,939,620.
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: 67,451 shares
- UBS Group AG: 97,975 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 223,750 shares
Change vs previous 13F +13,387 shares
<0.01% of the 13F portfolio, value $10,547,574.
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: 77,421 shares
- UBS Group AG: 146,329 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 210,363 shares
Change vs previous 13F +89,273 shares
<0.01% of the 13F portfolio, value $9,821,848.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (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: 75,998 shares
- UBS Group AG: 134,365 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 121,090 shares
Change vs previous 13F -65,447 shares
<0.01% of the 13F portfolio, value $6,227,658.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (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: 74,455 shares
- UBS Group AG: 46,635 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 186,537 shares
Change vs previous 13F -20,895 shares
<0.01% of the 13F portfolio, value $11,500,006.
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: 125,001 shares
- UBS Group AG: 61,536 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 207,432 shares
Change vs previous 13F +70,559 shares
<0.01% of the 13F portfolio, value $9,066,854.
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: 101,954 shares
- UBS Group AG: 105,478 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 136,873 shares
Change vs previous 13F +31,028 shares
<0.01% of the 13F portfolio, value $8,586,044.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 100,280 shares
- UBS Group AG: 36,593 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 105,845 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $6,967,774.
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: 84,407 shares
- UBS Group AG: 21,438 shares
Acceptance time not in the bulk data set (spec §4.2).