Skip to content
Disclosery

UBS Group AG: FR position timeline

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

UBS Group AG held 1,056,990 FR 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 1,056,990 shares
    Change vs previous 13F +582,628 shares

    0.01% of the 13F portfolio, value $64,804,056.

    13F-HR 0000861177-26-000004 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: 786,503 shares
    • UBS Group AG: 270,487 shares

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

  2. period ended2026-03-31
    13F 474,362 shares
    Change vs previous 13F -94,030 shares

    <0.01% of the 13F portfolio, value $27,441,842.

    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: 2,868 shares
    • UBS Group AG: 471,494 shares

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

  3. period ended2025-12-31
    13F 568,392 shares
    Change vs previous 13F -967,710 shares

    <0.01% of the 13F portfolio, value $32,551,810.

    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: 594 shares
    • UBS Group AG: 567,798 shares

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

  4. period ended2025-09-30
    13F 1,536,102 shares
    Change vs previous 13F +1,154,710 shares

    0.01% of the 13F portfolio, value $79,063,171.

    13F-HR 0001193125-25-282311 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: 856,308 shares
    • UBS Group AG: 679,794 shares

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

  5. period ended2025-06-30
    13F 381,392 shares
    Change vs previous 13F -714,924 shares

    <0.01% of the 13F portfolio, value $18,356,397.

    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: 159,712 shares
    • UBS Group AG: 221,680 shares

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

  6. period ended2025-03-31
    13F 1,096,316 shares
    Change vs previous 13F +133,545 shares

    0.01% of the 13F portfolio, value $59,157,211.

    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: 979,146 shares
    • UBS Group AG: 117,170 shares

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

  7. period ended2024-12-31
    13F 962,771 shares
    Change vs previous 13F -73,644 shares

    0.01% of the 13F portfolio, value $48,263,708.

    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: 846,126 shares
    • UBS Group AG: 116,645 shares

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

  8. period ended2024-09-30
    13F 1,036,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $58,018,514.

    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: 895,046 shares
    • UBS Group AG: 141,369 shares

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