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Disclosery

UBS Group AG: FDLO position timeline

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

UBS Group AG held 9,343 FDLO 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 9,343 shares
    Change vs previous 13F +3,133 shares

    <0.01% of the 13F portfolio, value $638,454.

    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: 658 shares
    • UBS Group AG: 8,685 shares

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

  2. period ended2026-03-31
    13F 6,210 shares
    Change vs previous 13F +2,805 shares

    <0.01% of the 13F portfolio, value $401,105.

    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: 684 shares
    • UBS Group AG: 5,526 shares

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

  3. period ended2025-12-31
    13F 3,405 shares
    Change vs previous 13F +529 shares

    <0.01% of the 13F portfolio, value $227,285.

    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: 154 shares
    • UBS Group AG: 3,251 shares

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

  4. period ended2025-09-30
    13F 2,876 shares
    Change vs previous 13F +240 shares

    <0.01% of the 13F portfolio, value $189,442.

    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 2,636 shares
    Change vs previous 13F -5,187 shares

    <0.01% of the 13F portfolio, value $165,541.

    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 7,823 shares
    Change vs previous 13F +5,022 shares

    <0.01% of the 13F portfolio, value $474,230.

    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 2,801 shares
    Change vs previous 13F +1,106 shares

    <0.01% of the 13F portfolio, value $169,713.

    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 1,695 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $103,988.

    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).