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Disclosery

UBS Group AG: FDS position timeline

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

UBS Group AG held 525,718 FDS 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 525,718 shares
    Change vs previous 13F +24,215 shares

    0.01% of the 13F portfolio, value $120,957,198.

    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: 117,804 shares
    • UBS Group AG: 407,914 shares

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

  2. period ended2026-03-31
    13F 501,503 shares
    Change vs previous 13F +173,196 shares

    0.01% of the 13F portfolio, value $108,821,136.

    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: 137,688 shares
    • UBS Group AG: 363,815 shares

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

  3. period ended2025-12-31
    13F 328,307 shares
    Change vs previous 13F -164,206 shares

    0.01% of the 13F portfolio, value $95,271,410.

    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: 137,652 shares
    • UBS Group AG: 190,655 shares

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

  4. period ended2025-09-30
    13F 492,513 shares
    Change vs previous 13F -32,806 shares

    0.01% of the 13F portfolio, value $141,100,050.

    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: 280,752 shares
    • UBS Group AG: 211,761 shares

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

  5. period ended2025-06-30
    13F 525,319 shares
    Change vs previous 13F +34,743 shares

    0.02% of the 13F portfolio, value $234,964,683.

    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: 358,197 shares
    • UBS Group AG: 167,122 shares

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

  6. period ended2025-03-31
    13F 490,576 shares
    Change vs previous 13F +33,183 shares

    0.03% of the 13F portfolio, value $223,035,474.

    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: 301,336 shares
    • UBS Group AG: 189,240 shares

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

  7. period ended2024-12-31
    13F 457,393 shares
    Change vs previous 13F +64,128 shares

    0.03% of the 13F portfolio, value $219,676,713.

    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: 297,822 shares
    • UBS Group AG: 159,571 shares

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

  8. period ended2024-09-30
    13F 393,265 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $180,842,912.

    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: 255,014 shares
    • UBS Group AG: 138,251 shares

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