Skip to content
Disclosery

UBS Group AG: FA position timeline

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

UBS Group AG held 614,477 FA 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 614,477 shares
    Change vs previous 13F +184,070 shares

    <0.01% of the 13F portfolio, value $11,091,312.

    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: 208,339 shares
    • UBS Group AG: 406,138 shares

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

  2. period ended2026-03-31
    13F 430,407 shares
    Change vs previous 13F -31,443 shares

    <0.01% of the 13F portfolio, value $5,061,587.

    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: 202,390 shares
    • UBS Group AG: 228,017 shares

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

  3. period ended2025-12-31
    13F 461,850 shares
    Change vs previous 13F -208,524 shares

    <0.01% of the 13F portfolio, value $6,710,680.

    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: 204,159 shares
    • UBS Group AG: 257,691 shares

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

  4. period ended2025-09-30
    13F 670,374 shares
    Change vs previous 13F +75,092 shares

    <0.01% of the 13F portfolio, value $10,317,056.

    13F-HR 0001193125-25-279802 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: 209,708 shares
    • UBS Group AG: 460,666 shares

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

  5. period ended2025-06-30
    13F 595,282 shares
    Change vs previous 13F +38,298 shares

    <0.01% of the 13F portfolio, value $9,887,634.

    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: 323,226 shares
    • UBS Group AG: 272,056 shares

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

  6. period ended2025-03-31
    13F 556,984 shares
    Change vs previous 13F -123,779 shares

    <0.01% of the 13F portfolio, value $7,847,905.

    13F-HR 0000950123-25-004922 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: 239,233 shares
    • UBS Group AG: 317,751 shares

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

  7. period ended2024-12-31
    13F 680,763 shares
    Change vs previous 13F +457,253 shares

    <0.01% of the 13F portfolio, value $12,750,693.

    13F-HR 0000950123-25-002409 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: 222,569 shares
    • UBS Group AG: 458,194 shares

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

  8. period ended2024-09-30
    13F 223,510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,436,673.

    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: 129,995 shares
    • UBS Group AG: 93,515 shares

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