UBS Group AG: FOUR position timeline

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

UBS Group AG held 2,118,632 FOUR 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 2,118,632 shares
Change vs previous 13F -1,165,649 shares
0.01% of the 13F portfolio, value $103,050,261.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 1,082,866 shares
- UBS Group AG: 1,035,766 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,284,281 shares
Change vs previous 13F +411,456 shares
0.01% of the 13F portfolio, value $143,621,605.
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: 1,133,313 shares
- UBS Group AG: 2,150,968 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,872,825 shares
Change vs previous 13F +690,646 shares
0.02% of the 13F portfolio, value $180,901,791.
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: 793,116 shares
- UBS Group AG: 2,079,709 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,182,179 shares
Change vs previous 13F -512,338 shares
0.02% of the 13F portfolio, value $168,900,655.
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: 192,653 shares
- UBS Group AG: 1,989,526 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,694,517 shares
Change vs previous 13F +1,392,239 shares
0.03% of the 13F portfolio, value $267,053,580.
13F-HR 0000950123-25-008111 filed by UBS Group AG
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: 323,982 shares
- UBS Group AG: 2,370,535 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,302,278 shares
Change vs previous 13F +392,277 shares
0.01% of the 13F portfolio, value $106,409,138.
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: 299,738 shares
- UBS Group AG: 1,002,540 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 910,001 shares
Change vs previous 13F +503,520 shares
0.01% of the 13F portfolio, value $94,439,903.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 292,204 shares
- UBS Group AG: 617,797 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 406,481 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $36,014,217.
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: 290,403 shares
- UBS Group AG: 116,078 shares
Acceptance time not in the bulk data set (spec §4.2).