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Disclosery

UBS Group AG: EXFY position timeline

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

UBS Group AG held 259,214 EXFY 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 259,214 shares
    Change vs previous 13F +177,568 shares

    <0.01% of the 13F portfolio, value $463,993.

    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: 1,921 shares
    • UBS Group AG: 257,293 shares

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

  2. period ended2026-03-31
    13F 81,646 shares
    Change vs previous 13F -10,470 shares

    <0.01% of the 13F portfolio, value $71,032.

    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: 1,921 shares
    • UBS Group AG: 79,725 shares

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

  3. period ended2025-12-31
    13F 92,116 shares
    Change vs previous 13F +25,898 shares

    <0.01% of the 13F portfolio, value $139,095.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 66,218 shares
    Change vs previous 13F +5,177 shares

    <0.01% of the 13F portfolio, value $122,503.

    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 61,041 shares
    Change vs previous 13F -240,318 shares

    <0.01% of the 13F portfolio, value $158,096.

    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 301,359 shares
    Change vs previous 13F +40,582 shares

    <0.01% of the 13F portfolio, value $916,131.

    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 260,777 shares
    Change vs previous 13F +248,556 shares

    <0.01% of the 13F portfolio, value $873,603.

    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 12,221 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,953.

    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).