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Disclosery

UBS Group AG: IR position timeline

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

UBS Group AG held 8,197,502 IR 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 8,197,502 shares
    Change vs previous 13F -1,537,537 shares

    0.06% of the 13F portfolio, value $672,113,187.

    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: 5,669,838 shares
    • UBS Group AG: 2,527,664 shares

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

  2. period ended2026-03-31
    13F 9,735,039 shares
    Change vs previous 13F +760,357 shares

    0.07% of the 13F portfolio, value $779,971,325.

    13F-HR 0000861177-26-000003 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: 6,011,667 shares
    • UBS Group AG: 3,723,372 shares

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

  3. period ended2025-12-31
    13F 8,974,682 shares
    Change vs previous 13F +146,359 shares

    0.07% of the 13F portfolio, value $710,974,308.

    13F-HR 0000861177-26-000001 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: 5,568,800 shares
    • UBS Group AG: 3,405,882 shares

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

  4. period ended2025-09-30
    13F 8,828,323 shares
    Change vs previous 13F +627,824 shares

    0.08% of the 13F portfolio, value $729,396,046.

    13F-HR 0001193125-25-282311 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: 5,203,303 shares
    • UBS Group AG: 3,625,020 shares

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

  5. period ended2025-06-30
    13F 8,200,499 shares
    Change vs previous 13F +2,029,430 shares

    0.07% of the 13F portfolio, value $682,117,507.

    13F-HR 0000950123-25-008300 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: 5,340,520 shares
    • UBS Group AG: 2,859,979 shares

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

  6. period ended2025-03-31
    13F 6,171,069 shares
    Change vs previous 13F -1,156,143 shares

    0.06% of the 13F portfolio, value $493,870,650.

    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: 4,056,482 shares
    • UBS Group AG: 2,114,587 shares

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

  7. period ended2024-12-31
    13F 7,327,212 shares
    Change vs previous 13F +600,658 shares

    0.08% of the 13F portfolio, value $662,819,597.

    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: 4,210,478 shares
    • UBS Group AG: 3,116,734 shares

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

  8. period ended2024-09-30
    13F 6,726,554 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $660,278,538.

    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: 5,642,196 shares
    • UBS Group AG: 1,084,358 shares

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