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Disclosery

UBS Group AG: OI position timeline

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

UBS Group AG held 5,044,343 OI 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 5,044,343 shares
    Change vs previous 13F +2,601,126 shares

    <0.01% of the 13F portfolio, value $48,577,023.

    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: 470,229 shares
    • UBS Group AG: 4,574,114 shares

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

  2. period ended2026-03-31
    13F 2,443,217 shares
    Change vs previous 13F +1,273,075 shares

    <0.01% of the 13F portfolio, value $25,678,212.

    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: 299,465 shares
    • UBS Group AG: 2,143,752 shares

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

  3. period ended2025-12-31
    13F 1,170,142 shares
    Change vs previous 13F -77,108 shares

    <0.01% of the 13F portfolio, value $17,271,296.

    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: 321,838 shares
    • UBS Group AG: 848,304 shares

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

  4. period ended2025-09-30
    13F 1,247,250 shares
    Change vs previous 13F -504,735 shares

    <0.01% of the 13F portfolio, value $16,176,833.

    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: 337,815 shares
    • UBS Group AG: 909,435 shares

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

  5. period ended2025-06-30
    13F 1,751,985 shares
    Change vs previous 13F -540,518 shares

    <0.01% of the 13F portfolio, value $25,824,260.

    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: 707,836 shares
    • UBS Group AG: 1,044,149 shares

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

  6. period ended2025-03-31
    13F 2,292,503 shares
    Change vs previous 13F +28,723 shares

    <0.01% of the 13F portfolio, value $26,295,009.

    13F-HR 0000950123-25-004922 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: 526,279 shares
    • UBS Group AG: 1,766,224 shares

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

  7. period ended2024-12-31
    13F 2,263,780 shares
    Change vs previous 13F +1,705,355 shares

    <0.01% of the 13F portfolio, value $24,539,376.

    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: 365,630 shares
    • UBS Group AG: 1,898,150 shares

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

  8. period ended2024-09-30
    13F 558,425 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,326,535.

    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: 281,250 shares
    • UBS Group AG: 277,175 shares

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