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Disclosery

UBS Group AG: EPU position timeline

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

UBS Group AG held 110,674 EPU 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 110,674 shares
    Change vs previous 13F -24,445 shares

    <0.01% of the 13F portfolio, value $9,241,279.

    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: 0 shares
    • UBS Group AG: 110,674 shares

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

  2. period ended2026-03-31
    13F 135,119 shares
    Change vs previous 13F -12,546 shares

    <0.01% of the 13F portfolio, value $10,905,455.

    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: 87 shares
    • UBS Group AG: 135,032 shares

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

  3. period ended2025-12-31
    13F 147,665 shares
    Change vs previous 13F +15,848 shares

    <0.01% of the 13F portfolio, value $10,683,562.

    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: 87 shares
    • UBS Group AG: 147,578 shares

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

  4. period ended2025-09-30
    13F 131,817 shares
    Change vs previous 13F -2,492 shares

    <0.01% of the 13F portfolio, value $8,106,746.

    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 134,309 shares
    Change vs previous 13F -35,627 shares

    <0.01% of the 13F portfolio, value $6,526,074.

    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 169,936 shares
    Change vs previous 13F +30,585 shares

    <0.01% of the 13F portfolio, value $7,458,491.

    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 139,351 shares
    Change vs previous 13F +555 shares

    <0.01% of the 13F portfolio, value $5,519,972.

    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 138,796 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,993,211.

    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).