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Disclosery

UBS Group AG: MSCI position timeline

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

UBS Group AG held 790,650 MSCI 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 790,650 shares
    Change vs previous 13F +106,370 shares

    0.04% of the 13F portfolio, value $442,795,624.

    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: 397,854 shares
    • UBS Group AG: 392,796 shares

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

  2. period ended2026-03-31
    13F 684,280 shares
    Change vs previous 13F +50,339 shares

    0.04% of the 13F portfolio, value $368,833,763.

    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: 378,163 shares
    • UBS Group AG: 306,117 shares

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

  3. period ended2025-12-31
    13F 633,941 shares
    Change vs previous 13F -98,513 shares

    0.04% of the 13F portfolio, value $363,710,971.

    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: 374,916 shares
    • UBS Group AG: 259,025 shares

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

  4. period ended2025-09-30
    13F 732,454 shares
    Change vs previous 13F -200,503 shares

    0.04% of the 13F portfolio, value $415,601,725.

    13F-HR 0001193125-25-282311 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: 372,783 shares
    • UBS Group AG: 359,671 shares

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

  5. period ended2025-06-30
    13F 932,957 shares
    Change vs previous 13F -47,673 shares

    0.06% of the 13F portfolio, value $538,073,616.

    13F-HR 0000950123-25-008300 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: 513,226 shares
    • UBS Group AG: 419,731 shares

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

  6. period ended2025-03-31
    13F 980,630 shares
    Change vs previous 13F +122,237 shares

    0.07% of the 13F portfolio, value $554,546,272.

    13F-HR 0000950123-25-005812 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: 499,001 shares
    • UBS Group AG: 481,629 shares

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

  7. period ended2024-12-31
    13F 858,393 shares
    Change vs previous 13F +268,844 shares

    0.06% of the 13F portfolio, value $515,044,384.

    13F-HR 0000950123-25-002466 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: 477,034 shares
    • UBS Group AG: 381,359 shares

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

  8. period ended2024-09-30
    13F 589,549 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $343,665,799.

    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: 400,308 shares
    • UBS Group AG: 189,241 shares

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