UBS Group AG: NAVI position timeline

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

UBS Group AG held 454,861 NAVI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 454,861 shares
Change vs previous 13F +115,703 shares
<0.01% of the 13F portfolio, value $3,870,867.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 123,906 shares
- UBS Group AG: 330,955 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 339,158 shares
Change vs previous 13F -126,370 shares
<0.01% of the 13F portfolio, value $2,774,311.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 137,704 shares
- UBS Group AG: 201,454 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 465,528 shares
Change vs previous 13F -135,226 shares
<0.01% of the 13F portfolio, value $6,051,864.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 143,301 shares
- UBS Group AG: 322,227 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 600,754 shares
Change vs previous 13F +79,097 shares
<0.01% of the 13F portfolio, value $7,899,915.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 148,781 shares
- UBS Group AG: 451,973 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 521,657 shares
Change vs previous 13F +174,365 shares
<0.01% of the 13F portfolio, value $7,355,363.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 258,368 shares
- UBS Group AG: 263,289 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 347,292 shares
Change vs previous 13F +21,922 shares
<0.01% of the 13F portfolio, value $4,386,297.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 210,350 shares
- UBS Group AG: 136,942 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 325,370 shares
Change vs previous 13F +113,393 shares
<0.01% of the 13F portfolio, value $4,324,166.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 192,867 shares
- UBS Group AG: 132,503 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 211,977 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $3,304,720.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 162,069 shares
- UBS Group AG: 49,908 shares
Acceptance time not in the bulk data set (spec §4.2).