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Disclosery

UBS Group AG: EQH position timeline

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

UBS Group AG held 2,843,039 EQH 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 2,843,039 shares
    Change vs previous 13F -1,146,193 shares

    0.01% of the 13F portfolio, value $124,752,549.

    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: 1,051,605 shares
    • UBS Group AG: 1,791,434 shares

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

  2. period ended2026-03-31
    13F 3,989,232 shares
    Change vs previous 13F +1,084,551 shares

    0.01% of the 13F portfolio, value $148,040,402.

    13F-HR 0000861177-26-000003 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: 2,061,882 shares
    • UBS Group AG: 1,927,350 shares

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

  3. period ended2025-12-31
    13F 2,904,681 shares
    Change vs previous 13F +398,164 shares

    0.01% of the 13F portfolio, value $138,408,051.

    13F-HR 0000861177-26-000001 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: 1,895,889 shares
    • UBS Group AG: 1,008,792 shares

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

  4. period ended2025-09-30
    13F 2,506,517 shares
    Change vs previous 13F -1,591,688 shares

    0.01% of the 13F portfolio, value $127,280,934.

    13F-HR 0001193125-25-282311 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: 1,994,905 shares
    • UBS Group AG: 511,612 shares

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

  5. period ended2025-06-30
    13F 4,098,205 shares
    Change vs previous 13F +438,109 shares

    0.02% of the 13F portfolio, value $229,909,303.

    13F-HR 0000950123-25-008300 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: 3,050,608 shares
    • UBS Group AG: 1,047,597 shares

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

  6. period ended2025-03-31
    13F 3,660,096 shares
    Change vs previous 13F +237,249 shares

    0.02% of the 13F portfolio, value $190,654,400.

    13F-HR 0000950123-25-005812 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: 2,584,190 shares
    • UBS Group AG: 1,075,906 shares

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

  7. period ended2024-12-31
    13F 3,422,847 shares
    Change vs previous 13F +777,645 shares

    0.02% of the 13F portfolio, value $161,455,692.

    13F-HR 0000950123-25-002466 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: 2,558,239 shares
    • UBS Group AG: 864,608 shares

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

  8. period ended2024-09-30
    13F 2,645,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $111,177,842.

    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: 2,220,356 shares
    • UBS Group AG: 424,846 shares

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