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UBS Group AG: HEDJ position timeline

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

UBS Group AG held 857,405 HEDJ 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 857,405 shares
    Change vs previous 13F +3,696 shares

    <0.01% of the 13F portfolio, value $48,872,085.

    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: 26,264 shares
    • UBS Group AG: 831,141 shares

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

  2. period ended2026-03-31
    13F 853,709 shares
    Change vs previous 13F +31,227 shares

    <0.01% of the 13F portfolio, value $44,648,981.

    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: 26,472 shares
    • UBS Group AG: 827,237 shares

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

  3. period ended2025-12-31
    13F 822,482 shares
    Change vs previous 13F -186,274 shares

    <0.01% of the 13F portfolio, value $43,640,894.

    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: 4,773 shares
    • UBS Group AG: 817,709 shares

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

  4. period ended2025-09-30
    13F 1,008,756 shares
    Change vs previous 13F -30,528 shares

    0.01% of the 13F portfolio, value $50,841,302.

    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 1,039,284 shares
    Change vs previous 13F +64,529 shares

    0.01% of the 13F portfolio, value $50,010,346.

    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 974,755 shares
    Change vs previous 13F -16,648 shares

    0.01% of the 13F portfolio, value $46,281,367.

    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 991,403 shares
    Change vs previous 13F +16,953 shares

    0.01% of the 13F portfolio, value $43,344,139.

    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 974,450 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $43,752,805.

    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).