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Disclosery

UBS Group AG: EFG position timeline

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

UBS Group AG held 1,080,489 EFG 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 1,080,489 shares
    Change vs previous 13F +76,040 shares

    0.01% of the 13F portfolio, value $134,434,442.

    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: 1,883 shares
    • UBS Group AG: 1,078,606 shares

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

  2. period ended2026-03-31
    13F 1,004,449 shares
    Change vs previous 13F +135,813 shares

    0.01% of the 13F portfolio, value $111,865,485.

    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: 15,959 shares
    • UBS Group AG: 988,490 shares

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

  3. period ended2025-12-31
    13F 868,636 shares
    Change vs previous 13F -135,282 shares

    0.01% of the 13F portfolio, value $98,955,013.

    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: 3,174 shares
    • UBS Group AG: 865,462 shares

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

  4. period ended2025-09-30
    13F 1,003,918 shares
    Change vs previous 13F +9,384 shares

    0.02% of the 13F portfolio, value $114,326,182.

    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 994,534 shares
    Change vs previous 13F -148,740 shares

    0.02% of the 13F portfolio, value $111,387,808.

    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 1,143,274 shares
    Change vs previous 13F -96,695 shares

    0.03% of the 13F portfolio, value $114,327,400.

    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 1,239,969 shares
    Change vs previous 13F +194,530 shares

    0.03% of the 13F portfolio, value $120,066,198.

    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 1,045,439 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $112,541,508.

    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).