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Disclosery

UBS Group AG: MUNI position timeline

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

UBS Group AG held 762,036 MUNI 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 762,036 shares
    Change vs previous 13F +54,369 shares

    0.01% of the 13F portfolio, value $40,083,094.

    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 707,667 shares
    Change vs previous 13F +126,654 shares

    0.01% of the 13F portfolio, value $36,933,141.

    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 581,013 shares
    Change vs previous 13F +16,118 shares

    0.01% of the 13F portfolio, value $30,450,891.

    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 564,895 shares
    Change vs previous 13F -47,501 shares

    0.01% of the 13F portfolio, value $29,532,711.

    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 612,396 shares
    Change vs previous 13F -33,052 shares

    0.01% of the 13F portfolio, value $31,452,659.

    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 645,448 shares
    Change vs previous 13F -145,166 shares

    0.01% of the 13F portfolio, value $33,272,845.

    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 790,614 shares
    Change vs previous 13F -40,936 shares

    0.01% of the 13F portfolio, value $40,898,462.

    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 831,550 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,055,519.

    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).