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UBS Group AG: GEN position timeline

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

UBS Group AG held 11,516,894 GEN 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 11,516,894 shares
    Change vs previous 13F +181,995 shares

    0.02% of the 13F portfolio, value $286,655,492.

    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: 8,155,355 shares
    • UBS Group AG: 3,361,539 shares

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

  2. period ended2026-03-31
    13F 11,334,899 shares
    Change vs previous 13F +871,722 shares

    0.02% of the 13F portfolio, value $213,436,148.

    13F-HR 0000861177-26-000003 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: 8,199,952 shares
    • UBS Group AG: 3,134,947 shares

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

  3. period ended2025-12-31
    13F 10,463,177 shares
    Change vs previous 13F -141,496 shares

    0.03% of the 13F portfolio, value $284,493,782.

    13F-HR 0000861177-26-000001 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: 7,912,148 shares
    • UBS Group AG: 2,551,029 shares

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

  4. period ended2025-09-30
    13F 10,604,673 shares
    Change vs previous 13F -1,698,576 shares

    0.03% of the 13F portfolio, value $301,066,667.

    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: 7,856,660 shares
    • UBS Group AG: 2,748,013 shares

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

  5. period ended2025-06-30
    13F 12,303,249 shares
    Change vs previous 13F -2,006,049 shares

    0.04% of the 13F portfolio, value $361,715,522.

    13F-HR 0000950123-25-008300 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: 9,424,081 shares
    • UBS Group AG: 2,879,168 shares

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

  6. period ended2025-03-31
    13F 14,309,298 shares
    Change vs previous 13F +4,579,044 shares

    0.05% of the 13F portfolio, value $379,768,770.

    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: 12,270,615 shares
    • UBS Group AG: 2,038,683 shares

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

  7. period ended2024-12-31
    13F 9,730,254 shares
    Change vs previous 13F +1,614,509 shares

    0.03% of the 13F portfolio, value $266,414,355.

    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: 8,546,404 shares
    • UBS Group AG: 1,183,850 shares

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

  8. period ended2024-09-30
    13F 8,115,745 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $222,614,887.

    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: 6,966,425 shares
    • UBS Group AG: 1,149,320 shares

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