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UBS Group AG: DOW position timeline

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

UBS Group AG held 9,944,654 DOW 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 9,944,654 shares
    Change vs previous 13F +757,781 shares

    0.02% of the 13F portfolio, value $272,085,734.

    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: 4,071,484 shares
    • UBS Group AG: 5,873,170 shares

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

  2. period ended2026-03-31
    13F 9,186,873 shares
    Change vs previous 13F +924,500 shares

    0.04% of the 13F portfolio, value $382,633,260.

    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: 4,220,129 shares
    • UBS Group AG: 4,966,744 shares

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

  3. period ended2025-12-31
    13F 8,262,373 shares
    Change vs previous 13F -3,705,551 shares

    0.02% of the 13F portfolio, value $193,174,279.

    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: 4,197,983 shares
    • UBS Group AG: 4,064,390 shares

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

  4. period ended2025-09-30
    13F 11,967,924 shares
    Change vs previous 13F +776,118 shares

    0.03% of the 13F portfolio, value $274,424,497.

    13F-HR 0001193125-25-279802 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: 3,623,906 shares
    • UBS Group AG: 8,344,018 shares

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

  5. period ended2025-06-30
    13F 11,191,806 shares
    Change vs previous 13F +118,226 shares

    0.03% of the 13F portfolio, value $296,359,024.

    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: 4,205,209 shares
    • UBS Group AG: 6,986,597 shares

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

  6. period ended2025-03-31
    13F 11,073,580 shares
    Change vs previous 13F -838,737 shares

    0.05% of the 13F portfolio, value $386,689,413.

    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: 3,613,112 shares
    • UBS Group AG: 7,460,468 shares

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

  7. period ended2024-12-31
    13F 11,912,317 shares
    Change vs previous 13F +1,977,335 shares

    0.05% of the 13F portfolio, value $478,041,281.

    13F-HR 0000950123-25-002409 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: 3,800,188 shares
    • UBS Group AG: 8,112,129 shares

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

  8. period ended2024-09-30
    13F 9,934,982 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $542,748,066.

    13F-HR 0000950123-24-011557 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: 3,834,061 shares
    • UBS Group AG: 6,100,921 shares

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