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Disclosery

UBS Group AG: FVCB position timeline

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

UBS Group AG held 11,339 FVCB 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 11,339 shares
    Change vs previous 13F +7,557 shares

    <0.01% of the 13F portfolio, value $198,433.

    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: 752 shares
    • UBS Group AG: 10,587 shares

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

  2. period ended2026-03-31
    13F 3,782 shares
    Change vs previous 13F +2,159 shares

    <0.01% of the 13F portfolio, value $57,448.

    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: 752 shares
    • UBS Group AG: 3,030 shares

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

  3. period ended2025-12-31
    13F 1,623 shares
    Change vs previous 13F -6,598 shares

    <0.01% of the 13F portfolio, value $22,576.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 8,221 shares
    Change vs previous 13F +314 shares

    <0.01% of the 13F portfolio, value $106,627.

    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 7,907 shares
    Change vs previous 13F -539 shares

    <0.01% of the 13F portfolio, value $93,302.

    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 8,446 shares
    Change vs previous 13F -2,575 shares

    <0.01% of the 13F portfolio, value $89,274.

    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 11,021 shares
    Change vs previous 13F +3,214 shares

    <0.01% of the 13F portfolio, value $138,534.

    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 7,807 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,881.

    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).