Skip to content

UBS Group AG: OPEN position timeline

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

UBS Group AG held 6,257,264 OPEN 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 6,257,264 shares
    Change vs previous 13F -2,436,767 shares

    <0.01% of the 13F portfolio, value $28,908,561.

    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: 1,461,333 shares
    • UBS Group AG: 4,795,931 shares

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

  2. period ended2026-03-31
    13F 8,694,031 shares
    Change vs previous 13F +1,737,949 shares

    <0.01% of the 13F portfolio, value $40,688,065.

    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: 1,517,498 shares
    • UBS Group AG: 7,176,533 shares

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

  3. period ended2025-12-31
    13F 6,956,082 shares
    Change vs previous 13F -437,004 shares

    <0.01% of the 13F portfolio, value $40,553,957.

    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: 1,478,509 shares
    • UBS Group AG: 5,477,573 shares

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

  4. period ended2025-09-30
    13F 7,393,086 shares
    Change vs previous 13F -3,819,734 shares

    0.01% of the 13F portfolio, value $58,922,895.

    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: 969,669 shares
    • UBS Group AG: 6,423,417 shares

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

  5. period ended2025-06-30
    13F 11,212,820 shares
    Change vs previous 13F +5,742,649 shares

    <0.01% of the 13F portfolio, value $5,976,432.

    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: 1,535,033 shares
    • UBS Group AG: 9,677,787 shares

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

  6. period ended2025-03-31
    13F 5,470,171 shares
    Change vs previous 13F -397,559 shares

    <0.01% of the 13F portfolio, value $5,579,575.

    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: 1,014,049 shares
    • UBS Group AG: 4,456,122 shares

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

  7. period ended2024-12-31
    13F 5,867,730 shares
    Change vs previous 13F +4,714,041 shares

    <0.01% of the 13F portfolio, value $9,388,368.

    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: 945,511 shares
    • UBS Group AG: 4,922,219 shares

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

  8. period ended2024-09-30
    13F 1,153,689 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,307,378.

    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: 827,333 shares
    • UBS Group AG: 326,356 shares

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