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Disclosery

UBS Group AG: LIF position timeline

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

UBS Group AG held 1,041,272 LIF 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 1,041,272 shares
    Change vs previous 13F +188,747 shares

    <0.01% of the 13F portfolio, value $57,644,820.

    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: 125,845 shares
    • UBS Group AG: 915,427 shares

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

  2. period ended2026-03-31
    13F 852,525 shares
    Change vs previous 13F +133,694 shares

    <0.01% of the 13F portfolio, value $34,800,070.

    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: 139,924 shares
    • UBS Group AG: 712,601 shares

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

  3. period ended2025-12-31
    13F 718,831 shares
    Change vs previous 13F +4,038 shares

    <0.01% of the 13F portfolio, value $46,105,819.

    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: 127,183 shares
    • UBS Group AG: 591,648 shares

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

  4. period ended2025-09-30
    13F 714,793 shares
    Change vs previous 13F +338,956 shares

    0.01% of the 13F portfolio, value $75,982,496.

    13F-HR 0001193125-25-279802 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: 120,339 shares
    • UBS Group AG: 594,454 shares

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

  5. period ended2025-06-30
    13F 375,837 shares
    Change vs previous 13F +79,083 shares

    <0.01% of the 13F portfolio, value $24,523,364.

    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: 203,972 shares
    • UBS Group AG: 171,865 shares

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

  6. period ended2025-03-31
    13F 296,754 shares
    Change vs previous 13F +95,294 shares

    <0.01% of the 13F portfolio, value $11,392,386.

    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: 138,748 shares
    • UBS Group AG: 158,006 shares

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

  7. period ended2024-12-31
    13F 201,460 shares
    Change vs previous 13F +191,771 shares

    <0.01% of the 13F portfolio, value $8,314,255.

    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: 123,328 shares
    • UBS Group AG: 78,132 shares

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

  8. period ended2024-09-30
    13F 9,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $381,263.

    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).