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Disclosery

UBS Group AG: OPFI position timeline

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

UBS Group AG held 355,204 OPFI 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 355,204 shares
    Change vs previous 13F +25,892 shares

    <0.01% of the 13F portfolio, value $3,527,175.

    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: 96 shares
    • UBS Group AG: 355,108 shares

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

  2. period ended2026-03-31
    13F 329,312 shares
    Change vs previous 13F -807,115 shares

    <0.01% of the 13F portfolio, value $2,538,995.

    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: 96 shares
    • UBS Group AG: 329,216 shares

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

  3. period ended2025-12-31
    13F 1,136,427 shares
    Change vs previous 13F +337,216 shares

    <0.01% of the 13F portfolio, value $11,887,027.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 799,211 shares
    Change vs previous 13F +338,417 shares

    <0.01% of the 13F portfolio, value $9,055,062.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 460,794 shares
    Change vs previous 13F +179,083 shares

    <0.01% of the 13F portfolio, value $6,446,508.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 281,711 shares
    Change vs previous 13F +134,708 shares

    <0.01% of the 13F portfolio, value $2,619,912.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 147,003 shares
    Change vs previous 13F +125,668 shares

    <0.01% of the 13F portfolio, value $1,126,043.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,335 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $100,915.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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