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Disclosery

UBS Group AG: MSEX position timeline

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

UBS Group AG held 81,192 MSEX 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 81,192 shares
    Change vs previous 13F -10,057 shares

    <0.01% of the 13F portfolio, value $4,559,742.

    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: 41,679 shares
    • UBS Group AG: 39,513 shares

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

  2. period ended2026-03-31
    13F 91,249 shares
    Change vs previous 13F -39,508 shares

    <0.01% of the 13F portfolio, value $4,749,510.

    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: 55,489 shares
    • UBS Group AG: 35,760 shares

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

  3. period ended2025-12-31
    13F 130,757 shares
    Change vs previous 13F +6,225 shares

    <0.01% of the 13F portfolio, value $6,592,770.

    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: 73,892 shares
    • UBS Group AG: 56,865 shares

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

  4. period ended2025-09-30
    13F 124,532 shares
    Change vs previous 13F -508 shares

    <0.01% of the 13F portfolio, value $6,739,672.

    13F-HR 0001193125-25-279802 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: 45,996 shares
    • UBS Group AG: 78,536 shares

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

  5. period ended2025-06-30
    13F 125,040 shares
    Change vs previous 13F +19,850 shares

    <0.01% of the 13F portfolio, value $6,774,667.

    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: 74,779 shares
    • UBS Group AG: 50,261 shares

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

  6. period ended2025-03-31
    13F 105,190 shares
    Change vs previous 13F -1,848 shares

    <0.01% of the 13F portfolio, value $6,742,680.

    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: 59,222 shares
    • UBS Group AG: 45,968 shares

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

  7. period ended2024-12-31
    13F 107,038 shares
    Change vs previous 13F +6,324 shares

    <0.01% of the 13F portfolio, value $5,633,411.

    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: 56,873 shares
    • UBS Group AG: 50,165 shares

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

  8. period ended2024-09-30
    13F 100,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,570,579.

    13F-HR 0000950123-24-011557 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: 49,311 shares
    • UBS Group AG: 51,403 shares

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