Skip to content
Disclosery

UBS Group AG: KBWB position timeline

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

UBS Group AG held 539,744 KBWB 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 539,744 shares
    Change vs previous 13F +29,756 shares

    <0.01% of the 13F portfolio, value $50,185,397.

    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: 1,200 shares
    • UBS Group AG: 538,544 shares

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

  2. period ended2026-03-31
    13F 509,988 shares
    Change vs previous 13F +151,404 shares

    <0.01% of the 13F portfolio, value $40,350,251.

    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: 17,590 shares
    • UBS Group AG: 492,398 shares

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

  3. period ended2025-12-31
    13F 358,584 shares
    Change vs previous 13F +100,347 shares

    <0.01% of the 13F portfolio, value $30,225,046.

    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: 53,887 shares
    • UBS Group AG: 304,697 shares

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

  4. period ended2025-09-30
    13F 258,237 shares
    Change vs previous 13F -85,613 shares

    <0.01% of the 13F portfolio, value $20,196,717.

    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 343,850 shares
    Change vs previous 13F +51,406 shares

    0.01% of the 13F portfolio, value $24,626,537.

    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 292,444 shares
    Change vs previous 13F +44,857 shares

    <0.01% of the 13F portfolio, value $18,356,710.

    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 247,587 shares
    Change vs previous 13F +141,683 shares

    <0.01% of the 13F portfolio, value $16,179,811.

    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 105,904 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,207,032.

    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).