UBS Group AG: EPOL position timeline

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

UBS Group AG held 296,265 EPOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 296,265 shares
Change vs previous 13F -94,612 shares
<0.01% of the 13F portfolio, value $11,438,792.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 56,768 shares
- UBS Group AG: 239,497 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 390,877 shares
Change vs previous 13F -101,122 shares
<0.01% of the 13F portfolio, value $14,231,831.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 491,999 shares
Change vs previous 13F +13,918 shares
<0.01% of the 13F portfolio, value $17,313,445.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
- UBS Group AG: 491,999 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 478,081 shares
Change vs previous 13F +125,295 shares
<0.01% of the 13F portfolio, value $15,394,209.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 56,768 shares
- UBS Group AG: 421,313 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 352,786 shares
Change vs previous 13F +5,372 shares
<0.01% of the 13F portfolio, value $11,380,877.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 51,668 shares
- UBS Group AG: 301,118 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 347,414 shares
Change vs previous 13F +78,312 shares
<0.01% of the 13F portfolio, value $9,731,067.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 51,668 shares
- UBS Group AG: 295,746 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 269,102 shares
Change vs previous 13F -153,188 shares
<0.01% of the 13F portfolio, value $5,616,159.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
- UBS Group AG: 269,102 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 422,290 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,236,309.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 61,468 shares
- UBS Group AG: 360,822 shares
Acceptance time not in the bulk data set (spec §4.2).