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Disclosery

UBS Group AG: IDR position timeline

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

UBS Group AG held 34,055 IDR 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 34,055 shares
    Change vs previous 13F -16,682 shares

    <0.01% of the 13F portfolio, value $1,115,302.

    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: 203 shares
    • UBS Group AG: 33,852 shares

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

  2. period ended2026-03-31
    13F 50,737 shares
    Change vs previous 13F +13,586 shares

    <0.01% of the 13F portfolio, value $1,629,672.

    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: 203 shares
    • UBS Group AG: 50,534 shares

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

  3. period ended2025-12-31
    13F 37,151 shares
    Change vs previous 13F +1,983 shares

    <0.01% of the 13F portfolio, value $1,497,185.

    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: 54 shares
    • UBS Group AG: 37,097 shares

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

  4. period ended2025-09-30
    13F 35,168 shares
    Change vs previous 13F -101,671 shares

    <0.01% of the 13F portfolio, value $1,188,327.

    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 136,839 shares
    Change vs previous 13F +86,499 shares

    <0.01% of the 13F portfolio, value $1,789,854.

    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 50,340 shares
    Change vs previous 13F +49,418 shares

    <0.01% of the 13F portfolio, value $720,366.

    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 922 shares
    Change vs previous 13F +61 shares

    <0.01% of the 13F portfolio, value $9,395.

    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 861 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,836.

    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).