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UBS Group AG: EW position timeline

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

UBS Group AG held 7,839,299 EW 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 7,839,299 shares
    Change vs previous 13F -180,625 shares

    0.06% of the 13F portfolio, value $709,142,989.

    13F-HR 0000861177-26-000004 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: 5,488,643 shares
    • UBS Group AG: 2,350,656 shares

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

  2. period ended2026-03-31
    13F 8,019,924 shares
    Change vs previous 13F +1,005,527 shares

    0.06% of the 13F portfolio, value $642,235,513.

    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: 5,458,148 shares
    • UBS Group AG: 2,561,776 shares

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

  3. period ended2025-12-31
    13F 7,014,397 shares
    Change vs previous 13F -626,184 shares

    0.06% of the 13F portfolio, value $597,977,346.

    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: 5,383,637 shares
    • UBS Group AG: 1,630,760 shares

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

  4. period ended2025-09-30
    13F 7,640,581 shares
    Change vs previous 13F +4,327,710 shares

    0.06% of the 13F portfolio, value $594,207,984.

    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: 5,584,646 shares
    • UBS Group AG: 2,055,935 shares

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

  5. period ended2025-06-30
    13F 3,312,871 shares
    Change vs previous 13F -5,730,591 shares

    0.03% of the 13F portfolio, value $259,099,643.

    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: 1,476,376 shares
    • UBS Group AG: 1,836,495 shares

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

  6. period ended2025-03-31
    13F 9,043,462 shares
    Change vs previous 13F -161,840 shares

    0.08% of the 13F portfolio, value $655,470,127.

    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: 6,783,568 shares
    • UBS Group AG: 2,259,894 shares

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

  7. period ended2024-12-31
    13F 9,205,302 shares
    Change vs previous 13F +1,409,358 shares

    0.08% of the 13F portfolio, value $681,468,506.

    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: 6,519,257 shares
    • UBS Group AG: 2,686,045 shares

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

  8. period ended2024-09-30
    13F 7,795,944 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $514,454,345.

    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: 6,005,789 shares
    • UBS Group AG: 1,790,155 shares

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