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UBS Group AG: OMF position timeline

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

UBS Group AG held 931,396 OMF 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 931,396 shares
    Change vs previous 13F +116,738 shares

    <0.01% of the 13F portfolio, value $56,787,213.

    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: 363,239 shares
    • UBS Group AG: 568,157 shares

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

  2. period ended2026-03-31
    13F 814,658 shares
    Change vs previous 13F +154,727 shares

    <0.01% of the 13F portfolio, value $43,576,057.

    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: 364,236 shares
    • UBS Group AG: 450,422 shares

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

  3. period ended2025-12-31
    13F 659,931 shares
    Change vs previous 13F -449,038 shares

    <0.01% of the 13F portfolio, value $44,578,340.

    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: 363,362 shares
    • UBS Group AG: 296,569 shares

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

  4. period ended2025-09-30
    13F 1,108,969 shares
    Change vs previous 13F +26,507 shares

    0.01% of the 13F portfolio, value $62,612,389.

    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: 382,786 shares
    • UBS Group AG: 726,183 shares

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

  5. period ended2025-06-30
    13F 1,082,462 shares
    Change vs previous 13F -29,005 shares

    0.01% of the 13F portfolio, value $61,700,334.

    13F-HR 0000950123-25-008300 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: 601,702 shares
    • UBS Group AG: 480,760 shares

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

  6. period ended2025-03-31
    13F 1,111,467 shares
    Change vs previous 13F +66,719 shares

    0.01% of the 13F portfolio, value $54,328,506.

    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: 442,598 shares
    • UBS Group AG: 668,869 shares

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

  7. period ended2024-12-31
    13F 1,044,748 shares
    Change vs previous 13F +407,376 shares

    0.01% of the 13F portfolio, value $54,462,714.

    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: 433,531 shares
    • UBS Group AG: 611,217 shares

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

  8. period ended2024-09-30
    13F 637,372 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,001,101.

    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: 377,839 shares
    • UBS Group AG: 259,533 shares

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