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Disclosery

UBS Group AG: HR position timeline

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

UBS Group AG held 3,762,336 HR 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 3,762,336 shares
    Change vs previous 13F +2,556,048 shares

    0.01% of the 13F portfolio, value $75,886,319.

    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: 1,998,790 shares
    • UBS Group AG: 1,763,546 shares

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

  2. period ended2026-03-31
    13F 1,206,288 shares
    Change vs previous 13F -285,615 shares

    <0.01% of the 13F portfolio, value $20,494,833.

    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: 3,316 shares
    • UBS Group AG: 1,202,972 shares

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

  3. period ended2025-12-31
    13F 1,491,903 shares
    Change vs previous 13F -2,738,322 shares

    <0.01% of the 13F portfolio, value $25,287,755.

    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: 976 shares
    • UBS Group AG: 1,490,927 shares

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

  4. period ended2025-09-30
    13F 4,230,225 shares
    Change vs previous 13F +2,835,446 shares

    0.01% of the 13F portfolio, value $76,270,956.

    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: 1,947,274 shares
    • UBS Group AG: 2,282,951 shares

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

  5. period ended2025-06-30
    13F 1,394,779 shares
    Change vs previous 13F -1,504,390 shares

    <0.01% of the 13F portfolio, value $22,121,195.

    13F-HR 0000950123-25-008111 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: 375,691 shares
    • UBS Group AG: 1,019,088 shares

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

  6. period ended2025-03-31
    13F 2,899,169 shares
    Change vs previous 13F -380,887 shares

    0.01% of the 13F portfolio, value $48,995,956.

    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: 2,209,940 shares
    • UBS Group AG: 689,229 shares

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

  7. period ended2024-12-31
    13F 3,280,056 shares
    Change vs previous 13F +748,130 shares

    0.01% of the 13F portfolio, value $55,596,948.

    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: 2,106,663 shares
    • UBS Group AG: 1,173,393 shares

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

  8. period ended2024-09-30
    13F 2,531,926 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $45,954,457.

    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: 2,142,110 shares
    • UBS Group AG: 389,816 shares

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