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Disclosery

UBS Group AG: KKR position timeline

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

UBS Group AG held 6,112,120 KKR 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 6,112,120 shares
    Change vs previous 13F -663,400 shares

    0.05% of the 13F portfolio, value $560,970,373.

    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: 3,461,541 shares
    • UBS Group AG: 2,650,579 shares

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

  2. period ended2026-03-31
    13F 6,775,520 shares
    Change vs previous 13F +1,773,978 shares

    0.06% of the 13F portfolio, value $626,735,605.

    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: 3,406,052 shares
    • UBS Group AG: 3,369,468 shares

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

  3. period ended2025-12-31
    13F 5,001,542 shares
    Change vs previous 13F -472,842 shares

    0.07% of the 13F portfolio, value $637,596,574.

    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: 3,296,823 shares
    • UBS Group AG: 1,704,719 shares

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

  4. period ended2025-09-30
    13F 5,474,384 shares
    Change vs previous 13F -1,084,867 shares

    0.07% of the 13F portfolio, value $711,396,200.

    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: 3,326,913 shares
    • UBS Group AG: 2,147,471 shares

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

  5. period ended2025-06-30
    13F 6,559,251 shares
    Change vs previous 13F +427,859 shares

    0.09% of the 13F portfolio, value $872,577,160.

    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: 4,307,859 shares
    • UBS Group AG: 2,251,392 shares

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

  6. period ended2025-03-31
    13F 6,131,392 shares
    Change vs previous 13F +835,704 shares

    0.08% of the 13F portfolio, value $708,850,229.

    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: 3,790,379 shares
    • UBS Group AG: 2,341,013 shares

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

  7. period ended2024-12-31
    13F 5,295,688 shares
    Change vs previous 13F +723,470 shares

    0.09% of the 13F portfolio, value $783,285,212.

    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: 3,345,537 shares
    • UBS Group AG: 1,950,151 shares

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

  8. period ended2024-09-30
    13F 4,572,218 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $597,040,226.

    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: 3,022,925 shares
    • UBS Group AG: 1,549,293 shares

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