UBS Group AG: DFIP position timeline

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

UBS Group AG held 10,464 DFIP 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 10,464 shares
Change vs previous 13F +1,600 shares
<0.01% of the 13F portfolio, value $431,692.
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: 4,252 shares
- UBS Group AG: 6,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 8,864 shares
Share basis changed not comparable
Membership change: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC joined the group. <0.01% of the 13F portfolio, value $369,806.
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: 4,252 shares
- UBS Group AG: 4,612 shares
Acceptance time not in the bulk data set (spec §4.2).