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Disclosery

UBS Group AG: HRB position timeline

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

UBS Group AG held 1,320,097 HRB 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 1,320,097 shares
    Change vs previous 13F -6,877 shares

    <0.01% of the 13F portfolio, value $50,269,294.

    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: 411,812 shares
    • UBS Group AG: 908,285 shares

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

  2. period ended2026-03-31
    13F 1,326,974 shares
    Change vs previous 13F -298,980 shares

    <0.01% of the 13F portfolio, value $42,118,155.

    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: 392,279 shares
    • UBS Group AG: 934,695 shares

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

  3. period ended2025-12-31
    13F 1,625,954 shares
    Change vs previous 13F +92,458 shares

    0.01% of the 13F portfolio, value $70,859,076.

    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: 691,037 shares
    • UBS Group AG: 934,917 shares

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

  4. period ended2025-09-30
    13F 1,533,496 shares
    Change vs previous 13F +604,852 shares

    0.01% of the 13F portfolio, value $77,548,892.

    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: 749,298 shares
    • UBS Group AG: 784,198 shares

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

  5. period ended2025-06-30
    13F 928,644 shares
    Change vs previous 13F -687,291 shares

    0.01% of the 13F portfolio, value $50,973,270.

    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: 172,098 shares
    • UBS Group AG: 756,546 shares

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

  6. period ended2025-03-31
    13F 1,615,935 shares
    Change vs previous 13F -29,934 shares

    0.01% of the 13F portfolio, value $88,730,990.

    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: 876,380 shares
    • UBS Group AG: 739,555 shares

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

  7. period ended2024-12-31
    13F 1,645,869 shares
    Change vs previous 13F +774,577 shares

    0.01% of the 13F portfolio, value $86,967,717.

    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: 822,378 shares
    • UBS Group AG: 823,491 shares

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

  8. period ended2024-09-30
    13F 871,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $55,370,606.

    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: 698,101 shares
    • UBS Group AG: 173,191 shares

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