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Disclosery

UBS Group AG: MAX position timeline

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

UBS Group AG held 213,773 MAX 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 213,773 shares
    Change vs previous 13F -120,621 shares

    <0.01% of the 13F portfolio, value $2,687,127.

    13F-HR 0000861177-26-000004 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: 180,171 shares
    • UBS Group AG: 33,602 shares

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

  2. period ended2026-03-31
    13F 334,394 shares
    Change vs previous 13F +209,620 shares

    <0.01% of the 13F portfolio, value $3,109,864.

    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: 180,511 shares
    • UBS Group AG: 153,883 shares

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

  3. period ended2025-12-31
    13F 124,774 shares
    Change vs previous 13F -84,870 shares

    <0.01% of the 13F portfolio, value $1,615,823.

    13F-HR 0000861177-26-000001 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: 65,085 shares
    • UBS Group AG: 59,689 shares

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

  4. period ended2025-09-30
    13F 209,644 shares
    Change vs previous 13F -442,806 shares

    <0.01% of the 13F portfolio, value $2,385,749.

    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: 71,458 shares
    • UBS Group AG: 138,186 shares

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

  5. period ended2025-06-30
    13F 652,450 shares
    Change vs previous 13F +56,735 shares

    <0.01% of the 13F portfolio, value $7,144,328.

    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: 124,070 shares
    • UBS Group AG: 528,380 shares

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

  6. period ended2025-03-31
    13F 595,715 shares
    Change vs previous 13F +90,111 shares

    <0.01% of the 13F portfolio, value $5,504,407.

    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: 90,865 shares
    • UBS Group AG: 504,850 shares

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

  7. period ended2024-12-31
    13F 505,604 shares
    Change vs previous 13F +413,070 shares

    <0.01% of the 13F portfolio, value $5,708,270.

    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: 89,478 shares
    • UBS Group AG: 416,126 shares

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

  8. period ended2024-09-30
    13F 92,534 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,675,791.

    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: 73,428 shares
    • UBS Group AG: 19,106 shares

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