UBS Group AG: NDAQ position timeline

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

UBS Group AG held 11,767,885 NDAQ 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 11,767,885 shares
Change vs previous 13F +1,072,529 shares
0.08% of the 13F portfolio, value $927,544,695.
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: 3,884,101 shares
- UBS Group AG: 7,883,784 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,695,356 shares
Change vs previous 13F +3,147,411 shares
0.09% of the 13F portfolio, value $907,928,771.
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: 3,706,987 shares
- UBS Group AG: 6,988,369 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,547,945 shares
Change vs previous 13F -150,057 shares
0.07% of the 13F portfolio, value $733,131,898.
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: 3,698,538 shares
- UBS Group AG: 3,849,407 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,698,002 shares
Change vs previous 13F -1,266,811 shares
0.07% of the 13F portfolio, value $680,888,279.
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: 3,529,220 shares
- UBS Group AG: 4,168,782 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 8,964,813 shares
Change vs previous 13F +236,187 shares
0.08% of the 13F portfolio, value $801,633,577.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 4,588,239 shares
- UBS Group AG: 4,376,574 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 8,728,626 shares
Change vs previous 13F +1,344,776 shares
0.08% of the 13F portfolio, value $662,153,567.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 3,981,130 shares
- UBS Group AG: 4,747,496 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 7,383,850 shares
Change vs previous 13F +638,301 shares
0.07% of the 13F portfolio, value $570,845,442.
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: 3,718,469 shares
- UBS Group AG: 3,665,381 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,745,549 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $492,492,534.
13F-HR 0000950123-24-011557 filed by UBS Group AG
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: 3,223,433 shares
- UBS Group AG: 3,522,116 shares
Acceptance time not in the bulk data set (spec §4.2).