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UBS Group AG: NHI position timeline

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

UBS Group AG held 639,164 NHI 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 639,164 shares
    Change vs previous 13F +275,222 shares

    <0.01% of the 13F portfolio, value $48,742,646.

    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: 242,935 shares
    • UBS Group AG: 396,229 shares

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

  2. period ended2026-03-31
    13F 363,942 shares
    Change vs previous 13F -67,651 shares

    <0.01% of the 13F portfolio, value $29,428,351.

    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: 236,308 shares
    • UBS Group AG: 127,634 shares

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

  3. period ended2025-12-31
    13F 431,593 shares
    Change vs previous 13F +4,676 shares

    <0.01% of the 13F portfolio, value $32,960,757.

    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: 234,075 shares
    • UBS Group AG: 197,518 shares

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

  4. period ended2025-09-30
    13F 426,917 shares
    Change vs previous 13F +199,407 shares

    <0.01% of the 13F portfolio, value $33,939,904.

    13F-HR 0001193125-25-282311 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: 236,383 shares
    • UBS Group AG: 190,534 shares

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

  5. period ended2025-06-30
    13F 227,510 shares
    Change vs previous 13F -222,678 shares

    <0.01% of the 13F portfolio, value $15,953,001.

    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: 40,667 shares
    • UBS Group AG: 186,843 shares

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

  6. period ended2025-03-31
    13F 450,188 shares
    Change vs previous 13F +119,385 shares

    <0.01% of the 13F portfolio, value $33,250,885.

    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: 249,937 shares
    • UBS Group AG: 200,251 shares

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

  7. period ended2024-12-31
    13F 330,803 shares
    Change vs previous 13F -13,036 shares

    <0.01% of the 13F portfolio, value $22,924,647.

    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: 228,086 shares
    • UBS Group AG: 102,717 shares

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

  8. period ended2024-09-30
    13F 343,839 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,903,107.

    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: 242,326 shares
    • UBS Group AG: 101,513 shares

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