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Disclosery

UBS Group AG: LOB position timeline

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

UBS Group AG held 212,435 LOB 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 212,435 shares
    Change vs previous 13F +18,435 shares

    <0.01% of the 13F portfolio, value $8,675,847.

    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: 50,531 shares
    • UBS Group AG: 161,904 shares

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

  2. period ended2026-03-31
    13F 194,000 shares
    Change vs previous 13F -16,502 shares

    <0.01% of the 13F portfolio, value $6,415,580.

    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: 51,175 shares
    • UBS Group AG: 142,825 shares

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

  3. period ended2025-12-31
    13F 210,502 shares
    Change vs previous 13F +35,396 shares

    <0.01% of the 13F portfolio, value $7,230,744.

    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: 49,792 shares
    • UBS Group AG: 160,710 shares

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

  4. period ended2025-09-30
    13F 175,106 shares
    Change vs previous 13F -29,634 shares

    <0.01% of the 13F portfolio, value $6,167,234.

    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: 50,921 shares
    • UBS Group AG: 124,185 shares

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

  5. period ended2025-06-30
    13F 204,740 shares
    Change vs previous 13F +33,316 shares

    <0.01% of the 13F portfolio, value $6,101,251.

    13F-HR 0000950123-25-008111 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: 91,971 shares
    • UBS Group AG: 112,769 shares

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

  6. period ended2025-03-31
    13F 171,424 shares
    Change vs previous 13F -22,358 shares

    <0.01% of the 13F portfolio, value $4,570,165.

    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: 57,734 shares
    • UBS Group AG: 113,690 shares

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

  7. period ended2024-12-31
    13F 193,782 shares
    Change vs previous 13F +25,090 shares

    <0.01% of the 13F portfolio, value $7,664,078.

    13F-HR 0000950123-25-002409 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: 88,152 shares
    • UBS Group AG: 105,630 shares

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

  8. period ended2024-09-30
    13F 168,692 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,990,940.

    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: 86,830 shares
    • UBS Group AG: 81,862 shares

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