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UBS Group AG: EFXT position timeline

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

UBS Group AG held 899,416 EFXT 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 899,416 shares
    Change vs previous 13F -200,293 shares

    <0.01% of the 13F portfolio, value $22,044,686.

    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 1,099,709 shares
    Change vs previous 13F +620,883 shares

    <0.01% of the 13F portfolio, value $23,005,912.

    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 478,826 shares
    Change vs previous 13F -167,538 shares

    <0.01% of the 13F portfolio, value $7,388,285.

    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 646,364 shares
    Change vs previous 13F -605,745 shares

    <0.01% of the 13F portfolio, value $6,967,804.

    13F-HR 0001193125-25-279802 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: 0 shares
    • UBS Group AG: 646,364 shares

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

  5. period ended2025-06-30
    13F 1,252,109 shares
    Change vs previous 13F +624,001 shares

    <0.01% of the 13F portfolio, value $9,879,139.

    13F-HR 0000950123-25-008111 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: 97,716 shares
    • UBS Group AG: 1,154,393 shares

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

  6. period ended2025-03-31
    13F 628,108 shares
    Change vs previous 13F +285,380 shares

    <0.01% of the 13F portfolio, value $4,855,274.

    13F-HR 0000950123-25-004922 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: 103,132 shares
    • UBS Group AG: 524,976 shares

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

  7. period ended2024-12-31
    13F 342,728 shares
    Change vs previous 13F +218,374 shares

    <0.01% of the 13F portfolio, value $3,410,143.

    13F-HR 0000950123-25-002409 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: 100,995 shares
    • UBS Group AG: 241,733 shares

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

  8. period ended2024-09-30
    13F 124,354 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $741,151.

    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: 101,512 shares
    • UBS Group AG: 22,842 shares

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