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UBS Group AG: HTD position timeline

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

UBS Group AG held 819,905 HTD 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 819,905 shares
    Change vs previous 13F +43,463 shares

    <0.01% of the 13F portfolio, value $20,899,378.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 776,442 shares
    Change vs previous 13F +9,281 shares

    <0.01% of the 13F portfolio, value $19,232,468.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 767,161 shares
    Change vs previous 13F +19,536 shares

    <0.01% of the 13F portfolio, value $18,151,029.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 747,625 shares
    Change vs previous 13F +29,683 shares

    <0.01% of the 13F portfolio, value $18,541,100.

    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 717,942 shares
    Change vs previous 13F -5,743 shares

    <0.01% of the 13F portfolio, value $16,792,664.

    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 723,685 shares
    Change vs previous 13F +15,798 shares

    <0.01% of the 13F portfolio, value $17,317,782.

    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 707,887 shares
    Change vs previous 13F +23,435 shares

    <0.01% of the 13F portfolio, value $15,587,672.

    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 684,452 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,892,975.

    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).