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UBS Group AG: FDUS position timeline

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

UBS Group AG held 499,624 FDUS 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 499,624 shares
    Change vs previous 13F +76,732 shares

    <0.01% of the 13F portfolio, value $9,527,830.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 422,892 shares
    Change vs previous 13F -17,053 shares

    <0.01% of the 13F portfolio, value $7,366,779.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 439,945 shares
    Change vs previous 13F +64,209 shares

    <0.01% of the 13F portfolio, value $8,490,939.

    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 375,736 shares
    Change vs previous 13F +77,346 shares

    <0.01% of the 13F portfolio, value $7,612,411.

    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 298,390 shares
    Change vs previous 13F +100,552 shares

    <0.01% of the 13F portfolio, value $6,027,478.

    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 197,838 shares
    Change vs previous 13F +81,228 shares

    <0.01% of the 13F portfolio, value $4,033,917.

    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 116,610 shares
    Change vs previous 13F +47,973 shares

    <0.01% of the 13F portfolio, value $2,451,143.

    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 68,637 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,345,286.

    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).