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Disclosery

UBS Group AG: LDI position timeline

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

UBS Group AG held 1,025,168 LDI 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 1,025,168 shares
    Change vs previous 13F -958,794 shares

    <0.01% of the 13F portfolio, value $1,281,461.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 1,983,962 shares
    Change vs previous 13F +211,795 shares

    <0.01% of the 13F portfolio, value $2,817,226.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 1,772,167 shares
    Change vs previous 13F -247,860 shares

    <0.01% of the 13F portfolio, value $3,668,386.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 2,020,027 shares
    Change vs previous 13F +1,855,136 shares

    <0.01% of the 13F portfolio, value $6,201,483.

    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 164,891 shares
    Change vs previous 13F -357,314 shares

    <0.01% of the 13F portfolio, value $209,412.

    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 522,205 shares
    Change vs previous 13F +417,707 shares

    <0.01% of the 13F portfolio, value $621,424.

    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 104,498 shares
    Change vs previous 13F +100,760 shares

    <0.01% of the 13F portfolio, value $213,176.

    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 3,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,204.

    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).