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Disclosery

UBS Group AG: EPR position timeline

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

UBS Group AG held 1,197,713 EPR 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 1,197,713 shares
    Change vs previous 13F -126,086 shares

    0.01% of the 13F portfolio, value $69,479,332.

    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: 467,653 shares
    • UBS Group AG: 730,060 shares

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

  2. period ended2026-03-31
    13F 1,323,799 shares
    Change vs previous 13F +787,196 shares

    0.01% of the 13F portfolio, value $66,136,998.

    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: 508,456 shares
    • UBS Group AG: 815,343 shares

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

  3. period ended2025-12-31
    13F 536,603 shares
    Change vs previous 13F -790,549 shares

    <0.01% of the 13F portfolio, value $26,776,490.

    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: 351 shares
    • UBS Group AG: 536,252 shares

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

  4. period ended2025-09-30
    13F 1,327,152 shares
    Change vs previous 13F -183,001 shares

    0.01% of the 13F portfolio, value $76,988,089.

    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: 525,797 shares
    • UBS Group AG: 801,355 shares

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

  5. period ended2025-06-30
    13F 1,510,153 shares
    Change vs previous 13F -275,528 shares

    0.01% of the 13F portfolio, value $87,981,514.

    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: 661,076 shares
    • UBS Group AG: 849,077 shares

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

  6. period ended2025-03-31
    13F 1,785,681 shares
    Change vs previous 13F +495,653 shares

    0.01% of the 13F portfolio, value $93,944,677.

    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: 524,883 shares
    • UBS Group AG: 1,260,798 shares

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

  7. period ended2024-12-31
    13F 1,290,028 shares
    Change vs previous 13F +632,653 shares

    0.01% of the 13F portfolio, value $57,122,441.

    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: 463,039 shares
    • UBS Group AG: 826,989 shares

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

  8. period ended2024-09-30
    13F 657,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,237,670.

    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: 457,621 shares
    • UBS Group AG: 199,754 shares

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