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Disclosery

UBS Group AG: EFAV position timeline

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

UBS Group AG held 686,264 EFAV 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 686,264 shares
    Change vs previous 13F -2,204 shares

    0.01% of the 13F portfolio, value $60,192,215.

    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: 3,158 shares
    • UBS Group AG: 683,106 shares

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

  2. period ended2026-03-31
    13F 688,468 shares
    Change vs previous 13F +53,124 shares

    0.01% of the 13F portfolio, value $62,905,321.

    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: 3,437 shares
    • UBS Group AG: 685,031 shares

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

  3. period ended2025-12-31
    13F 635,344 shares
    Change vs previous 13F -76,851 shares

    0.01% of the 13F portfolio, value $54,798,420.

    13F-HR 0001610520-26-000004 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: 276 shares
    • UBS Group AG: 635,068 shares

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

  4. period ended2025-09-30
    13F 712,195 shares
    Change vs previous 13F +61,925 shares

    0.01% of the 13F portfolio, value $60,415,502.

    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 650,270 shares
    Change vs previous 13F +50,945 shares

    0.01% of the 13F portfolio, value $54,661,696.

    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 599,325 shares
    Change vs previous 13F -3,357 shares

    0.01% of the 13F portfolio, value $46,699,404.

    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 602,682 shares
    Change vs previous 13F +6,175 shares

    0.01% of the 13F portfolio, value $42,615,645.

    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 596,507 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $45,752,087.

    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).