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Disclosery

UBS Group AG: LOPE position timeline

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

UBS Group AG held 151,259 LOPE 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 151,259 shares
    Change vs previous 13F +25,582 shares

    <0.01% of the 13F portfolio, value $21,646,676.

    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: 73,143 shares
    • UBS Group AG: 78,116 shares

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

  2. period ended2026-03-31
    13F 125,677 shares
    Change vs previous 13F -142,116 shares

    <0.01% of the 13F portfolio, value $21,368,859.

    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: 73,752 shares
    • UBS Group AG: 51,925 shares

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

  3. period ended2025-12-31
    13F 267,793 shares
    Change vs previous 13F +149,415 shares

    <0.01% of the 13F portfolio, value $44,536,654.

    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: 73,159 shares
    • UBS Group AG: 194,634 shares

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

  4. period ended2025-09-30
    13F 118,378 shares
    Change vs previous 13F -74,515 shares

    <0.01% of the 13F portfolio, value $25,986,338.

    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: 87,141 shares
    • UBS Group AG: 31,237 shares

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

  5. period ended2025-06-30
    13F 192,893 shares
    Change vs previous 13F -30,298 shares

    <0.01% of the 13F portfolio, value $36,456,777.

    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: 134,374 shares
    • UBS Group AG: 58,519 shares

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

  6. period ended2025-03-31
    13F 223,191 shares
    Change vs previous 13F +23,196 shares

    <0.01% of the 13F portfolio, value $38,616,508.

    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: 123,214 shares
    • UBS Group AG: 99,977 shares

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

  7. period ended2024-12-31
    13F 199,995 shares
    Change vs previous 13F +78,696 shares

    <0.01% of the 13F portfolio, value $32,759,181.

    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: 114,793 shares
    • UBS Group AG: 85,202 shares

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

  8. period ended2024-09-30
    13F 121,299 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,206,264.

    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: 100,169 shares
    • UBS Group AG: 21,130 shares

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