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Disclosery

UBS Group AG: FINV position timeline

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

UBS Group AG held 238,419 FINV 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 238,419 shares
    Change vs previous 13F -155,943 shares

    <0.01% of the 13F portfolio, value $1,142,027.

    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: 68,144 shares
    • UBS Group AG: 170,275 shares

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

  2. period ended2026-03-31
    13F 394,362 shares
    Change vs previous 13F -42,917 shares

    <0.01% of the 13F portfolio, value $1,888,994.

    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 437,279 shares
    Change vs previous 13F -347,871 shares

    <0.01% of the 13F portfolio, value $2,286,969.

    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: 0 shares
    • UBS Group AG: 437,279 shares

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

  4. period ended2025-09-30
    13F 785,150 shares
    Change vs previous 13F +285,453 shares

    <0.01% of the 13F portfolio, value $5,786,556.

    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: 127,744 shares
    • UBS Group AG: 657,406 shares

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

  5. period ended2025-06-30
    13F 499,697 shares
    Change vs previous 13F -153,080 shares

    <0.01% of the 13F portfolio, value $4,737,128.

    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: 288,244 shares
    • UBS Group AG: 211,453 shares

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

  6. period ended2025-03-31
    13F 652,777 shares
    Change vs previous 13F -85,886 shares

    <0.01% of the 13F portfolio, value $6,286,243.

    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: 475,988 shares
    • UBS Group AG: 176,789 shares

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

  7. period ended2024-12-31
    13F 738,663 shares
    Change vs previous 13F +239,675 shares

    <0.01% of the 13F portfolio, value $5,015,522.

    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: 463,988 shares
    • UBS Group AG: 274,675 shares

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

  8. period ended2024-09-30
    13F 498,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,083,746.

    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: 495,788 shares
    • UBS Group AG: 3,200 shares

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