UBS Group AG: MD position timeline

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

UBS Group AG held 663,655 MD 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 663,655 shares
Change vs previous 13F +125,745 shares
<0.01% of the 13F portfolio, value $16,810,381.
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: 227,836 shares
- UBS Group AG: 435,819 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 537,910 shares
Change vs previous 13F -287,796 shares
<0.01% of the 13F portfolio, value $11,505,896.
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: 241,428 shares
- UBS Group AG: 296,482 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 825,706 shares
Change vs previous 13F +278,297 shares
<0.01% of the 13F portfolio, value $17,661,853.
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: 239,956 shares
- UBS Group AG: 585,750 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 547,409 shares
Change vs previous 13F -272,079 shares
<0.01% of the 13F portfolio, value $9,169,101.
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: 238,305 shares
- UBS Group AG: 309,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 819,488 shares
Change vs previous 13F +409,612 shares
<0.01% of the 13F portfolio, value $11,759,654.
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: 407,863 shares
- UBS Group AG: 411,625 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 409,876 shares
Change vs previous 13F +15,839 shares
<0.01% of the 13F portfolio, value $5,939,105.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (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: 268,506 shares
- UBS Group AG: 141,370 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 394,037 shares
Change vs previous 13F +93,295 shares
<0.01% of the 13F portfolio, value $5,169,765.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 256,335 shares
- UBS Group AG: 137,702 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 300,742 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $3,485,600.
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: 237,708 shares
- UBS Group AG: 63,034 shares
Acceptance time not in the bulk data set (spec §4.2).