UBS Group AG: MORN position timeline

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

UBS Group AG held 271,059 MORN 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 271,059 shares
Change vs previous 13F +131,891 shares
<0.01% of the 13F portfolio, value $42,290,626.
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: 61,984 shares
- UBS Group AG: 209,075 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 139,168 shares
Change vs previous 13F -225,211 shares
<0.01% of the 13F portfolio, value $23,526,351.
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: 69,226 shares
- UBS Group AG: 69,942 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 364,379 shares
Change vs previous 13F +132,886 shares
0.01% of the 13F portfolio, value $79,183,200.
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: 69,032 shares
- UBS Group AG: 295,347 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 231,493 shares
Change vs previous 13F +42,448 shares
0.01% of the 13F portfolio, value $53,708,690.
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: 74,751 shares
- UBS Group AG: 156,742 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 189,045 shares
Change vs previous 13F -25,462 shares
0.01% of the 13F portfolio, value $59,346,896.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 131,338 shares
- UBS Group AG: 57,707 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 214,507 shares
Change vs previous 13F +8,285 shares
0.01% of the 13F portfolio, value $64,324,213.
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: 109,257 shares
- UBS Group AG: 105,250 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 206,222 shares
Change vs previous 13F +99,779 shares
0.01% of the 13F portfolio, value $69,447,322.
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: 98,337 shares
- UBS Group AG: 107,885 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 106,443 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $33,968,090.
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: 88,679 shares
- UBS Group AG: 17,764 shares
Acceptance time not in the bulk data set (spec §4.2).