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Disclosery

UBS Group AG: LTM position timeline

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

UBS Group AG held 733,282 LTM 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 733,282 shares
    Change vs previous 13F -210,125 shares

    <0.01% of the 13F portfolio, value $42,728,342.

    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: 269 shares
    • UBS Group AG: 733,013 shares

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

  2. period ended2026-03-31
    13F 943,407 shares
    Change vs previous 13F +332,603 shares

    <0.01% of the 13F portfolio, value $46,642,042.

    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: 6,538 shares
    • UBS Group AG: 936,869 shares

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

  3. period ended2025-12-31
    13F 610,804 shares
    Change vs previous 13F +45,733 shares

    <0.01% of the 13F portfolio, value $32,989,523.

    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: 126 shares
    • UBS Group AG: 610,678 shares

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

  4. period ended2025-09-30
    13F 565,071 shares
    Change vs previous 13F +488,450 shares

    <0.01% of the 13F portfolio, value $25,569,463.

    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 76,621 shares
    Change vs previous 13F -7,998 shares

    <0.01% of the 13F portfolio, value $3,113,877.

    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 84,619 shares
    Change vs previous 13F +71,826 shares

    <0.01% of the 13F portfolio, value $2,646,882.

    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 12,793 shares
    Change vs previous 13F +8,938 shares

    <0.01% of the 13F portfolio, value $352,831.

    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 3,855 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $101,811.

    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).