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Disclosery

UBS Group AG: LMBS position timeline

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

UBS Group AG held 5,028,959 LMBS 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 5,028,959 shares
    Change vs previous 13F +227,058 shares

    0.02% of the 13F portfolio, value $250,341,580.

    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: 65,706 shares
    • UBS Group AG: 4,963,253 shares

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

  2. period ended2026-03-31
    13F 4,801,901 shares
    Change vs previous 13F +190,261 shares

    0.02% of the 13F portfolio, value $239,182,689.

    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: 65,706 shares
    • UBS Group AG: 4,736,195 shares

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

  3. period ended2025-12-31
    13F 4,611,640 shares
    Change vs previous 13F -18,512 shares

    0.05% of the 13F portfolio, value $230,535,884.

    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 4,630,152 shares
    Change vs previous 13F -333,813 shares

    0.05% of the 13F portfolio, value $230,535,268.

    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 4,963,965 shares
    Change vs previous 13F +834,501 shares

    0.05% of the 13F portfolio, value $244,524,916.

    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 4,129,464 shares
    Change vs previous 13F -24,108 shares

    0.04% of the 13F portfolio, value $203,004,450.

    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 4,153,572 shares
    Change vs previous 13F +89,088 shares

    0.05% of the 13F portfolio, value $202,154,349.

    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 4,064,484 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $200,826,154.

    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).