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Disclosery

UBS Group AG: EPI position timeline

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

UBS Group AG held 351,895 EPI 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 351,895 shares
    Change vs previous 13F +51,045 shares

    <0.01% of the 13F portfolio, value $15,054,068.

    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: 392 shares
    • UBS Group AG: 351,503 shares

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

  2. period ended2026-03-31
    13F 300,850 shares
    Change vs previous 13F -93,842 shares

    <0.01% of the 13F portfolio, value $12,274,680.

    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: 392 shares
    • UBS Group AG: 300,458 shares

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

  3. period ended2025-12-31
    13F 394,692 shares
    Change vs previous 13F -68,390 shares

    <0.01% of the 13F portfolio, value $18,270,293.

    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 463,082 shares
    Change vs previous 13F -164,134 shares

    <0.01% of the 13F portfolio, value $20,468,224.

    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 627,216 shares
    Change vs previous 13F -121,277 shares

    0.01% of the 13F portfolio, value $29,773,943.

    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 748,493 shares
    Change vs previous 13F -116,609 shares

    0.01% of the 13F portfolio, value $32,716,629.

    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 865,102 shares
    Change vs previous 13F +78,562 shares

    0.01% of the 13F portfolio, value $39,163,167.

    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 786,540 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,688,809.

    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).