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Disclosery

UBS Group AG: EPD position timeline

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

UBS Group AG held 11,830,864 EPD 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 11,830,864 shares
    Change vs previous 13F -791,844 shares

    0.04% of the 13F portfolio, value $434,902,560.

    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: 15,458 shares
    • UBS Group AG: 11,815,406 shares

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

  2. period ended2026-03-31
    13F 12,622,708 shares
    Change vs previous 13F -357,612 shares

    0.05% of the 13F portfolio, value $477,643,271.

    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: 15,458 shares
    • UBS Group AG: 12,607,250 shares

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

  3. period ended2025-12-31
    13F 12,980,320 shares
    Change vs previous 13F +774,530 shares

    0.04% of the 13F portfolio, value $416,149,060.

    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: 2,536 shares
    • UBS Group AG: 12,977,784 shares

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

  4. period ended2025-09-30
    13F 12,205,790 shares
    Change vs previous 13F -411,006 shares

    0.07% of the 13F portfolio, value $381,675,053.

    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 12,616,796 shares
    Change vs previous 13F -545,223 shares

    0.08% of the 13F portfolio, value $391,246,844.

    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 13,162,019 shares
    Change vs previous 13F +282,892 shares

    0.1% of the 13F portfolio, value $449,351,329.

    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 12,879,127 shares
    Change vs previous 13F -715,662 shares

    0.09% of the 13F portfolio, value $403,889,422.

    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 13,594,789 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $395,744,308.

    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).