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Disclosery

UBS Group AG: OLLI position timeline

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

UBS Group AG held 1,257,208 OLLI 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 1,257,208 shares
    Change vs previous 13F -553,139 shares

    0.01% of the 13F portfolio, value $96,654,150.

    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: 133,619 shares
    • UBS Group AG: 1,123,589 shares

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

  2. period ended2026-03-31
    13F 1,810,347 shares
    Change vs previous 13F +947,805 shares

    0.02% of the 13F portfolio, value $166,624,337.

    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: 147,352 shares
    • UBS Group AG: 1,662,995 shares

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

  3. period ended2025-12-31
    13F 862,542 shares
    Change vs previous 13F -20,769 shares

    0.01% of the 13F portfolio, value $94,543,229.

    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: 146,863 shares
    • UBS Group AG: 715,679 shares

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

  4. period ended2025-09-30
    13F 883,311 shares
    Change vs previous 13F -232,017 shares

    0.01% of the 13F portfolio, value $113,417,132.

    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: 151,071 shares
    • UBS Group AG: 732,240 shares

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

  5. period ended2025-06-30
    13F 1,115,328 shares
    Change vs previous 13F +381,244 shares

    0.02% of the 13F portfolio, value $146,977,926.

    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: 223,422 shares
    • UBS Group AG: 891,906 shares

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

  6. period ended2025-03-31
    13F 734,084 shares
    Change vs previous 13F -29,499 shares

    0.01% of the 13F portfolio, value $85,418,015.

    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: 183,412 shares
    • UBS Group AG: 550,672 shares

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

  7. period ended2024-12-31
    13F 763,583 shares
    Change vs previous 13F +601,439 shares

    0.01% of the 13F portfolio, value $83,787,965.

    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: 163,575 shares
    • UBS Group AG: 600,008 shares

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

  8. period ended2024-09-30
    13F 162,144 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,760,397.

    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: 144,571 shares
    • UBS Group AG: 17,573 shares

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