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UBS Group AG: ESGD position timeline

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

UBS Group AG held 1,638,326 ESGD 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 1,638,326 shares
    Change vs previous 13F +16,324 shares

    0.01% of the 13F portfolio, value $168,436,297.

    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: 74,537 shares
    • UBS Group AG: 1,563,789 shares

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

  2. period ended2026-03-31
    13F 1,622,002 shares
    Change vs previous 13F +383,313 shares

    0.01% of the 13F portfolio, value $155,095,831.

    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: 75,536 shares
    • UBS Group AG: 1,546,466 shares

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

  3. period ended2025-12-31
    13F 1,238,689 shares
    Change vs previous 13F +32,073 shares

    0.01% of the 13F portfolio, value $117,786,937.

    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: 16,071 shares
    • UBS Group AG: 1,222,618 shares

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

  4. period ended2025-09-30
    13F 1,206,616 shares
    Change vs previous 13F -37,484 shares

    0.02% of the 13F portfolio, value $112,191,156.

    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 1,244,100 shares
    Change vs previous 13F -64,402 shares

    0.02% of the 13F portfolio, value $110,998,602.

    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 1,308,502 shares
    Change vs previous 13F -131,868 shares

    0.02% of the 13F portfolio, value $106,891,528.

    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 1,440,370 shares
    Change vs previous 13F -23,788 shares

    0.02% of the 13F portfolio, value $109,669,771.

    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 1,464,158 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $123,238,179.

    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).