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UBS Group AG: EFAD position timeline

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

UBS Group AG held 9,075 EFAD 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 9,075 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $388,782.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 9,075 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $371,558.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 8,950 shares
    Change vs previous 13F -2,643 shares

    <0.01% of the 13F portfolio, value $373,126.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,593 shares
    Change vs previous 13F -263 shares

    <0.01% of the 13F portfolio, value $488,645.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 11,856 shares
    Change vs previous 13F +2,258 shares

    <0.01% of the 13F portfolio, value $508,895.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,598 shares
    Change vs previous 13F +1,061 shares

    <0.01% of the 13F portfolio, value $372,306.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,537 shares
    Change vs previous 13F +3,142 shares

    <0.01% of the 13F portfolio, value $315,861.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 5,395 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,700.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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