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Disclosery

UBS Group AG: MOAT position timeline

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

UBS Group AG held 726,519 MOAT 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 726,519 shares
    Change vs previous 13F -215,636 shares

    0.01% of the 13F portfolio, value $75,528,916.

    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: 1,581 shares
    • UBS Group AG: 724,938 shares

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

  2. period ended2026-03-31
    13F 942,155 shares
    Change vs previous 13F -165,820 shares

    0.01% of the 13F portfolio, value $91,106,389.

    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: 3,695 shares
    • UBS Group AG: 938,460 shares

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

  3. period ended2025-12-31
    13F 1,107,975 shares
    Change vs previous 13F +132,811 shares

    0.01% of the 13F portfolio, value $114,741,891.

    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: 1,489 shares
    • UBS Group AG: 1,106,486 shares

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

  4. period ended2025-09-30
    13F 975,164 shares
    Change vs previous 13F -407,760 shares

    0.02% of the 13F portfolio, value $96,648,504.

    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 1,382,924 shares
    Change vs previous 13F +281,255 shares

    0.03% of the 13F portfolio, value $129,704,442.

    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 1,101,669 shares
    Change vs previous 13F -798,552 shares

    0.02% of the 13F portfolio, value $96,946,872.

    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 1,900,221 shares
    Change vs previous 13F -19,425 shares

    0.04% of the 13F portfolio, value $176,197,993.

    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 1,919,646 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $186,109,680.

    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).