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Disclosery

UBS Group AG: EFV position timeline

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

UBS Group AG held 3,069,917 EFV 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 3,069,917 shares
    Change vs previous 13F -244,455 shares

    0.02% of the 13F portfolio, value $235,002,146.

    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: 7,584 shares
    • UBS Group AG: 3,062,333 shares

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

  2. period ended2026-03-31
    13F 3,314,372 shares
    Change vs previous 13F +350,398 shares

    0.02% of the 13F portfolio, value $246,423,558.

    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: 78,449 shares
    • UBS Group AG: 3,235,923 shares

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

  3. period ended2025-12-31
    13F 2,963,974 shares
    Change vs previous 13F +19,219 shares

    0.02% of the 13F portfolio, value $211,657,384.

    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: 17,422 shares
    • UBS Group AG: 2,946,552 shares

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

  4. period ended2025-09-30
    13F 2,944,755 shares
    Change vs previous 13F +22,108 shares

    0.04% of the 13F portfolio, value $199,742,732.

    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 2,922,647 shares
    Change vs previous 13F +71,279 shares

    0.04% of the 13F portfolio, value $185,529,631.

    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 2,851,368 shares
    Change vs previous 13F -56,238 shares

    0.04% of the 13F portfolio, value $168,059,630.

    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 2,907,606 shares
    Change vs previous 13F +125,406 shares

    0.03% of the 13F portfolio, value $152,562,087.

    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 2,782,200 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $160,059,966.

    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).