UBS Group AG: FORM position timeline

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

UBS Group AG held 476,580 FORM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 476,580 shares
Change vs previous 13F +118,430 shares
0.01% of the 13F portfolio, value $76,219,438.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 180,478 shares
- UBS Group AG: 296,102 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 358,150 shares
Change vs previous 13F -79,006 shares
<0.01% of the 13F portfolio, value $34,736,969.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 157,769 shares
- UBS Group AG: 200,381 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 437,156 shares
Change vs previous 13F +85,252 shares
<0.01% of the 13F portfolio, value $24,384,560.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 153,763 shares
- UBS Group AG: 283,393 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 351,904 shares
Change vs previous 13F -130,307 shares
<0.01% of the 13F portfolio, value $12,816,345.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 147,751 shares
- UBS Group AG: 204,153 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 482,211 shares
Change vs previous 13F +111,521 shares
<0.01% of the 13F portfolio, value $16,592,880.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 282,599 shares
- UBS Group AG: 199,612 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 370,690 shares
Change vs previous 13F +55,954 shares
<0.01% of the 13F portfolio, value $10,486,819.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 173,979 shares
- UBS Group AG: 196,711 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 314,736 shares
Change vs previous 13F +115,685 shares
<0.01% of the 13F portfolio, value $13,848,384.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 164,585 shares
- UBS Group AG: 150,151 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 199,051 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $9,156,346.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 113,098 shares
- UBS Group AG: 85,953 shares
Acceptance time not in the bulk data set (spec §4.2).