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UBS Group AG: FPI position timeline

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

UBS Group AG held 153,125 FPI 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 153,125 shares
    Change vs previous 13F +112,576 shares

    <0.01% of the 13F portfolio, value $1,482,250.

    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: 1,165 shares
    • UBS Group AG: 151,960 shares

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

  2. period ended2026-03-31
    13F 40,549 shares
    Change vs previous 13F -29,418 shares

    <0.01% of the 13F portfolio, value $455,365.

    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: 1,165 shares
    • UBS Group AG: 39,384 shares

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

  3. period ended2025-12-31
    13F 69,967 shares
    Change vs previous 13F -107,371 shares

    <0.01% of the 13F portfolio, value $677,980.

    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: 699 shares
    • UBS Group AG: 69,268 shares

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

  4. period ended2025-09-30
    13F 177,338 shares
    Change vs previous 13F +47,256 shares

    <0.01% of the 13F portfolio, value $1,929,438.

    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: 81,853 shares
    • UBS Group AG: 95,485 shares

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

  5. period ended2025-06-30
    13F 130,082 shares
    Change vs previous 13F -74,166 shares

    <0.01% of the 13F portfolio, value $1,497,245.

    13F-HR 0000950123-25-008111 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: 31,888 shares
    • UBS Group AG: 98,194 shares

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

  6. period ended2025-03-31
    13F 204,248 shares
    Change vs previous 13F -5,728 shares

    <0.01% of the 13F portfolio, value $2,277,366.

    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: 110,235 shares
    • UBS Group AG: 94,013 shares

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

  7. period ended2024-12-31
    13F 209,976 shares
    Change vs previous 13F +33,936 shares

    <0.01% of the 13F portfolio, value $2,469,318.

    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: 110,722 shares
    • UBS Group AG: 99,254 shares

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

  8. period ended2024-09-30
    13F 176,040 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,839,619.

    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: 100,930 shares
    • UBS Group AG: 75,110 shares

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