UBS Group AG: LU position timeline

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

UBS Group AG held 4,368,163 LU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 4,368,163 shares
Change vs previous 13F +2,935,979 shares
<0.01% of the 13F portfolio, value $5,765,976.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 174,705 shares
- UBS Group AG: 4,193,458 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,432,184 shares
Change vs previous 13F +616,221 shares
<0.01% of the 13F portfolio, value $2,678,184.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 174,705 shares
- UBS Group AG: 1,257,479 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 815,963 shares
Change vs previous 13F -755,217 shares
<0.01% of the 13F portfolio, value $2,088,865.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 77,930 shares
- UBS Group AG: 738,033 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,571,180 shares
Change vs previous 13F +593,590 shares
<0.01% of the 13F portfolio, value $6,378,991.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 0 shares
- UBS Group AG: 1,571,180 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 977,590 shares
Change vs previous 13F -471,762 shares
<0.01% of the 13F portfolio, value $2,727,477.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 116,751 shares
- UBS Group AG: 860,839 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,449,352 shares
Change vs previous 13F +536,377 shares
<0.01% of the 13F portfolio, value $4,304,575.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 28,021 shares
- UBS Group AG: 1,421,331 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 912,975 shares
Change vs previous 13F +535,743 shares
<0.01% of the 13F portfolio, value $2,182,011.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 125,808 shares
- UBS Group AG: 787,167 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 377,232 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,316,539.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 223,580 shares
- UBS Group AG: 153,652 shares
Acceptance time not in the bulk data set (spec §4.2).