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UBS Group AG: FDIS position timeline

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

UBS Group AG held 23,471 FDIS 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 23,471 shares
    Change vs previous 13F -3,117 shares

    <0.01% of the 13F portfolio, value $2,413,758.

    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: 150 shares
    • UBS Group AG: 23,321 shares

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

  2. period ended2026-03-31
    13F 26,588 shares
    Change vs previous 13F +3,900 shares

    <0.01% of the 13F portfolio, value $2,479,597.

    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: 150 shares
    • UBS Group AG: 26,438 shares

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

  3. period ended2025-12-31
    13F 22,688 shares
    Change vs previous 13F +485 shares

    <0.01% of the 13F portfolio, value $2,317,806.

    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 22,203 shares
    Change vs previous 13F +954 shares

    <0.01% of the 13F portfolio, value $2,284,022.

    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 21,249 shares
    Change vs previous 13F -4,529 shares

    <0.01% of the 13F portfolio, value $1,998,893.

    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 25,778 shares
    Change vs previous 13F +3,231 shares

    <0.01% of the 13F portfolio, value $2,178,499.

    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 22,547 shares
    Change vs previous 13F +3,635 shares

    <0.01% of the 13F portfolio, value $2,197,431.

    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 18,912 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,672,577.

    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).