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Disclosery

UBS Group AG: JEPQ position timeline

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

UBS Group AG held 3,206,207 JEPQ 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 3,206,207 shares
    Change vs previous 13F -289,519 shares

    0.02% of the 13F portfolio, value $197,053,482.

    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: 4,787 shares
    • UBS Group AG: 3,201,420 shares

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

  2. period ended2026-03-31
    13F 3,495,726 shares
    Change vs previous 13F +68,777 shares

    0.02% of the 13F portfolio, value $194,082,707.

    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: 4,972 shares
    • UBS Group AG: 3,490,754 shares

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

  3. period ended2025-12-31
    13F 3,426,949 shares
    Change vs previous 13F +32,487 shares

    0.02% of the 13F portfolio, value $199,174,276.

    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: 3,324 shares
    • UBS Group AG: 3,423,625 shares

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

  4. period ended2025-09-30
    13F 3,394,462 shares
    Change vs previous 13F -372,833 shares

    0.04% of the 13F portfolio, value $195,249,454.

    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 3,767,295 shares
    Change vs previous 13F +97,449 shares

    0.04% of the 13F portfolio, value $204,940,848.

    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 3,669,846 shares
    Change vs previous 13F -29,805 shares

    0.04% of the 13F portfolio, value $190,024,626.

    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 3,699,651 shares
    Change vs previous 13F +122,335 shares

    0.05% of the 13F portfolio, value $208,586,324.

    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 3,577,316 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $196,501,968.

    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).