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Disclosery

UBS Group AG: HVT position timeline

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

UBS Group AG held 20,130 HVT 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 20,130 shares
    Change vs previous 13F -17,596 shares

    <0.01% of the 13F portfolio, value $513,919.

    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: 434 shares
    • UBS Group AG: 19,696 shares

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

  2. period ended2026-03-31
    13F 37,726 shares
    Change vs previous 13F -13,876 shares

    <0.01% of the 13F portfolio, value $799,037.

    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: 434 shares
    • UBS Group AG: 37,292 shares

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

  3. period ended2025-12-31
    13F 51,602 shares
    Change vs previous 13F +25,381 shares

    <0.01% of the 13F portfolio, value $1,205,423.

    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: 234 shares
    • UBS Group AG: 51,368 shares

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

  4. period ended2025-09-30
    13F 26,221 shares
    Change vs previous 13F +740 shares

    <0.01% of the 13F portfolio, value $575,027.

    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 25,481 shares
    Change vs previous 13F -46,870 shares

    <0.01% of the 13F portfolio, value $518,539.

    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 72,351 shares
    Change vs previous 13F -53,487 shares

    <0.01% of the 13F portfolio, value $1,426,762.

    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: 0 shares
    • UBS Group AG: 72,351 shares

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

  7. period ended2024-12-31
    13F 125,838 shares
    Change vs previous 13F +83,170 shares

    <0.01% of the 13F portfolio, value $2,801,154.

    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: 40,685 shares
    • UBS Group AG: 85,153 shares

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

  8. period ended2024-09-30
    13F 42,668 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,172,090.

    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: 32,406 shares
    • UBS Group AG: 10,262 shares

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