UBS Group AG: ESI position timeline

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

UBS Group AG held 1,584,017 ESI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,584,017 shares
Change vs previous 13F -344,613 shares
0.01% of the 13F portfolio, value $75,636,813.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 596,417 shares
- UBS Group AG: 987,600 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,928,630 shares
Change vs previous 13F +84,285 shares
0.01% of the 13F portfolio, value $65,843,429.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 666,816 shares
- UBS Group AG: 1,261,814 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,844,345 shares
Change vs previous 13F +94,193 shares
<0.01% of the 13F portfolio, value $46,090,180.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 664,319 shares
- UBS Group AG: 1,180,026 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,750,152 shares
Change vs previous 13F -1,576,880 shares
<0.01% of the 13F portfolio, value $44,051,325.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 712,848 shares
- UBS Group AG: 1,037,304 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,327,032 shares
Change vs previous 13F +2,147,755 shares
0.01% of the 13F portfolio, value $75,357,275.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,091,901 shares
- UBS Group AG: 2,235,131 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,179,277 shares
Change vs previous 13F -212,856 shares
<0.01% of the 13F portfolio, value $26,663,453.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 872,451 shares
- UBS Group AG: 306,826 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,392,133 shares
Change vs previous 13F +191,605 shares
<0.01% of the 13F portfolio, value $35,401,942.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 835,247 shares
- UBS Group AG: 556,886 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,200,528 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $32,606,340.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 783,787 shares
- UBS Group AG: 416,741 shares
Acceptance time not in the bulk data set (spec §4.2).