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UBS Group AG: FTA position timeline

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

UBS Group AG held 795,684 FTA 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 795,684 shares
    Change vs previous 13F -189,435 shares

    0.01% of the 13F portfolio, value $77,021,416.

    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: 16,645 shares
    • UBS Group AG: 779,039 shares

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

  2. period ended2026-03-31
    13F 985,119 shares
    Change vs previous 13F +12,506 shares

    0.01% of the 13F portfolio, value $90,975,740.

    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: 16,686 shares
    • UBS Group AG: 968,433 shares

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

  3. period ended2025-12-31
    13F 972,613 shares
    Change vs previous 13F +3,128 shares

    0.01% of the 13F portfolio, value $83,788,665.

    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: 733 shares
    • UBS Group AG: 971,880 shares

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

  4. period ended2025-09-30
    13F 969,485 shares
    Change vs previous 13F -4,561 shares

    0.02% of the 13F portfolio, value $80,783,307.

    13F-HR 0001193125-25-279802 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).

  5. period ended2025-06-30
    13F 974,046 shares
    Change vs previous 13F +19,340 shares

    0.02% of the 13F portfolio, value $76,589,237.

    13F-HR 0000950123-25-008111 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).

  6. period ended2025-03-31
    13F 954,706 shares
    Change vs previous 13F -55,620 shares

    0.02% of the 13F portfolio, value $73,245,044.

    13F-HR 0000950123-25-004922 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).

  7. period ended2024-12-31
    13F 1,010,326 shares
    Change vs previous 13F +132,203 shares

    0.02% of the 13F portfolio, value $77,249,526.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 878,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $69,485,873.

    13F-HR 0000950123-24-011557 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).