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Disclosery

UBS Group AG: EPP position timeline

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

UBS Group AG held 558,595 EPP 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 558,595 shares
    Change vs previous 13F -19,001 shares

    <0.01% of the 13F portfolio, value $29,750,770.

    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: 1,197 shares
    • UBS Group AG: 557,398 shares

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

  2. period ended2026-03-31
    13F 577,596 shares
    Change vs previous 13F +21,158 shares

    <0.01% of the 13F portfolio, value $30,693,451.

    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: 4,915 shares
    • UBS Group AG: 572,681 shares

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

  3. period ended2025-12-31
    13F 556,438 shares
    Change vs previous 13F +17,613 shares

    <0.01% of the 13F portfolio, value $28,083,426.

    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: 2,240 shares
    • UBS Group AG: 554,198 shares

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

  4. period ended2025-09-30
    13F 538,825 shares
    Change vs previous 13F +13,227 shares

    0.01% of the 13F portfolio, value $27,781,817.

    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 525,598 shares
    Change vs previous 13F +77,841 shares

    0.01% of the 13F portfolio, value $25,948,773.

    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 447,757 shares
    Change vs previous 13F +55,651 shares

    <0.01% of the 13F portfolio, value $19,746,083.

    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 392,106 shares
    Change vs previous 13F +26,700 shares

    <0.01% of the 13F portfolio, value $17,178,163.

    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 365,406 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,846,429.

    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).