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UBS Group AG: GWRE position timeline

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

UBS Group AG held 613,474 GWRE 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 613,474 shares
    Change vs previous 13F +154,834 shares

    0.01% of the 13F portfolio, value $75,487,976.

    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: 255,963 shares
    • UBS Group AG: 357,511 shares

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

  2. period ended2026-03-31
    13F 458,640 shares
    Change vs previous 13F -93,671 shares

    0.01% of the 13F portfolio, value $68,594,198.

    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: 256,266 shares
    • UBS Group AG: 202,374 shares

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

  3. period ended2025-12-31
    13F 552,311 shares
    Change vs previous 13F -60,826 shares

    0.01% of the 13F portfolio, value $111,020,033.

    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: 253,061 shares
    • UBS Group AG: 299,250 shares

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

  4. period ended2025-09-30
    13F 613,137 shares
    Change vs previous 13F -43,203 shares

    0.01% of the 13F portfolio, value $140,935,671.

    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: 251,371 shares
    • UBS Group AG: 361,766 shares

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

  5. period ended2025-06-30
    13F 656,340 shares
    Change vs previous 13F +40,661 shares

    0.02% of the 13F portfolio, value $154,535,253.

    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: 380,604 shares
    • UBS Group AG: 275,736 shares

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

  6. period ended2025-03-31
    13F 615,679 shares
    Change vs previous 13F -177,330 shares

    0.01% of the 13F portfolio, value $115,353,618.

    13F-HR 0000950123-25-004922 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: 301,940 shares
    • UBS Group AG: 313,739 shares

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

  7. period ended2024-12-31
    13F 793,009 shares
    Change vs previous 13F +448,544 shares

    0.02% of the 13F portfolio, value $133,685,456.

    13F-HR 0000950123-25-002409 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: 277,653 shares
    • UBS Group AG: 515,356 shares

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

  8. period ended2024-09-30
    13F 344,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $63,016,428.

    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: 245,308 shares
    • UBS Group AG: 99,157 shares

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