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Disclosery

UBS Group AG: DUK position timeline

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

UBS Group AG held 6,940,459 DUK 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 6,940,459 shares
    Change vs previous 13F +209,865 shares

    0.07% of the 13F portfolio, value $878,523,301.

    13F-HR 0000861177-26-000004 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: 4,001,270 shares
    • UBS Group AG: 2,939,189 shares

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

  2. period ended2026-03-31
    13F 6,730,594 shares
    Change vs previous 13F -565,089 shares

    0.08% of the 13F portfolio, value $881,303,977.

    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: 3,983,128 shares
    • UBS Group AG: 2,747,466 shares

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

  3. period ended2025-12-31
    13F 7,295,683 shares
    Change vs previous 13F +153,493 shares

    0.09% of the 13F portfolio, value $855,127,004.

    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: 4,018,477 shares
    • UBS Group AG: 3,277,206 shares

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

  4. period ended2025-09-30
    13F 7,142,190 shares
    Change vs previous 13F -837,255 shares

    0.09% of the 13F portfolio, value $883,846,014.

    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: 4,341,992 shares
    • UBS Group AG: 2,800,198 shares

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

  5. period ended2025-06-30
    13F 7,979,445 shares
    Change vs previous 13F +739,290 shares

    0.1% of the 13F portfolio, value $941,574,510.

    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: 4,942,340 shares
    • UBS Group AG: 3,037,105 shares

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

  6. period ended2025-03-31
    13F 7,240,155 shares
    Change vs previous 13F +1,570,664 shares

    0.1% of the 13F portfolio, value $883,081,704.

    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: 3,632,655 shares
    • UBS Group AG: 3,607,500 shares

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

  7. period ended2024-12-31
    13F 5,669,491 shares
    Change vs previous 13F -934,627 shares

    0.07% of the 13F portfolio, value $610,830,961.

    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: 3,193,901 shares
    • UBS Group AG: 2,475,590 shares

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

  8. period ended2024-09-30
    13F 6,604,118 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $761,454,807.

    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: 3,107,340 shares
    • UBS Group AG: 3,496,778 shares

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