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UBS Group AG: ED position timeline

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

UBS Group AG held 8,099,003 ED 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 8,099,003 shares
    Change vs previous 13F +2,076,830 shares

    0.08% of the 13F portfolio, value $895,992,702.

    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: 4,847,672 shares
    • UBS Group AG: 3,251,331 shares

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

  2. period ended2026-03-31
    13F 6,022,173 shares
    Change vs previous 13F +592,094 shares

    0.07% of the 13F portfolio, value $681,589,540.

    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: 4,494,672 shares
    • UBS Group AG: 1,527,501 shares

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

  3. period ended2025-12-31
    13F 5,430,079 shares
    Change vs previous 13F -1,075,843 shares

    0.06% of the 13F portfolio, value $539,315,446.

    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: 4,356,927 shares
    • UBS Group AG: 1,073,152 shares

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

  4. period ended2025-09-30
    13F 6,505,922 shares
    Change vs previous 13F -748,285 shares

    0.07% of the 13F portfolio, value $653,975,277.

    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: 4,516,607 shares
    • UBS Group AG: 1,989,315 shares

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

  5. period ended2025-06-30
    13F 7,254,207 shares
    Change vs previous 13F +119,985 shares

    0.07% of the 13F portfolio, value $727,959,672.

    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: 5,355,841 shares
    • UBS Group AG: 1,898,366 shares

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

  6. period ended2025-03-31
    13F 7,134,222 shares
    Change vs previous 13F +125,705 shares

    0.09% of the 13F portfolio, value $788,973,613.

    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: 4,868,772 shares
    • UBS Group AG: 2,265,450 shares

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

  7. period ended2024-12-31
    13F 7,008,517 shares
    Change vs previous 13F +967,280 shares

    0.07% of the 13F portfolio, value $625,369,973.

    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: 4,820,449 shares
    • UBS Group AG: 2,188,068 shares

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

  8. period ended2024-09-30
    13F 6,041,237 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $629,074,010.

    13F-HR 0000950123-24-011473 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: 4,549,361 shares
    • UBS Group AG: 1,491,876 shares

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