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Disclosery

UBS Group AG: MTN position timeline

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

UBS Group AG held 1,600,891 MTN 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 1,600,891 shares
    Change vs previous 13F +766,599 shares

    0.02% of the 13F portfolio, value $217,961,309.

    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: 94,738 shares
    • UBS Group AG: 1,506,153 shares

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

  2. period ended2026-03-31
    13F 834,292 shares
    Change vs previous 13F +141,820 shares

    0.01% of the 13F portfolio, value $107,056,347.

    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: 113,014 shares
    • UBS Group AG: 721,278 shares

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

  3. period ended2025-12-31
    13F 692,472 shares
    Change vs previous 13F -136,363 shares

    0.01% of the 13F portfolio, value $91,960,282.

    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: 113,334 shares
    • UBS Group AG: 579,138 shares

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

  4. period ended2025-09-30
    13F 828,835 shares
    Change vs previous 13F +66,247 shares

    0.01% of the 13F portfolio, value $123,968,851.

    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: 115,304 shares
    • UBS Group AG: 713,531 shares

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

  5. period ended2025-06-30
    13F 762,588 shares
    Change vs previous 13F +527,988 shares

    0.01% of the 13F portfolio, value $119,825,453.

    13F-HR 0000950123-25-008111 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: 179,517 shares
    • UBS Group AG: 583,071 shares

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

  6. period ended2025-03-31
    13F 234,600 shares
    Change vs previous 13F -70,091 shares

    <0.01% of the 13F portfolio, value $37,540,691.

    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: 148,235 shares
    • UBS Group AG: 86,365 shares

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

  7. period ended2024-12-31
    13F 304,691 shares
    Change vs previous 13F +103,662 shares

    0.01% of the 13F portfolio, value $57,114,328.

    13F-HR 0000950123-25-002409 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: 145,411 shares
    • UBS Group AG: 159,280 shares

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

  8. period ended2024-09-30
    13F 201,029 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,037,344.

    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: 141,753 shares
    • UBS Group AG: 59,276 shares

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