UBS Group AG: JOE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on JOE, newest first. How the timeline and the estimate are built.
UBS Group AG held 139,856 JOE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 139,856 sharesChange vs previous 13F -2,087 shares
<0.01% of the 13F portfolio, value $8,759,182.
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: 71,361 shares
- UBS Group AG: 68,495 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 141,943 sharesChange vs previous 13F +35,534 shares
<0.01% of the 13F portfolio, value $8,914,020.
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: 80,553 shares
- UBS Group AG: 61,390 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 106,409 sharesChange vs previous 13F -100,460 shares
<0.01% of the 13F portfolio, value $6,317,503.
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: 66,419 shares
- UBS Group AG: 39,990 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 206,869 sharesChange vs previous 13F -13,942 shares
<0.01% of the 13F portfolio, value $10,235,879.
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: 108,283 shares
- UBS Group AG: 98,586 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 220,811 sharesChange vs previous 13F +17,893 shares
<0.01% of the 13F portfolio, value $10,532,685.
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: 111,411 shares
- UBS Group AG: 109,400 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 202,918 sharesChange vs previous 13F -47,241 shares
<0.01% of the 13F portfolio, value $9,527,001.
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: 87,606 shares
- UBS Group AG: 115,312 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 250,159 sharesChange vs previous 13F +157,823 shares
<0.01% of the 13F portfolio, value $11,239,644.
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: 67,727 shares
- UBS Group AG: 182,432 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 92,336 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $5,384,111.
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: 70,899 shares
- UBS Group AG: 21,437 shares
Acceptance time not in the bulk data set (spec §4.2).