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UBS Group AG: MORT position timeline

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

UBS Group AG held 225,307 MORT 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 225,307 shares
    Change vs previous 13F -139,490 shares

    <0.01% of the 13F portfolio, value $2,334,181.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 364,797 shares
    Change vs previous 13F +332,857 shares

    <0.01% of the 13F portfolio, value $3,742,818.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 31,940 shares
    Change vs previous 13F -69,025 shares

    <0.01% of the 13F portfolio, value $335,689.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 100,965 shares
    Change vs previous 13F -19,932 shares

    <0.01% of the 13F portfolio, value $1,087,393.

    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 120,897 shares
    Change vs previous 13F +93,641 shares

    <0.01% of the 13F portfolio, value $1,276,673.

    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 27,256 shares
    Change vs previous 13F -60,080 shares

    <0.01% of the 13F portfolio, value $304,450.

    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 87,336 shares
    Change vs previous 13F +58,006 shares

    <0.01% of the 13F portfolio, value $927,509.

    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 29,330 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $354,013.

    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).