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Disclosery

UBS Group AG: OPTU position timeline

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

UBS Group AG held 1,540,943 OPTU 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 1,540,943 shares
    Change vs previous 13F +97,869 shares

    <0.01% of the 13F portfolio, value $2,234,368.

    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: 486,363 shares
    • UBS Group AG: 1,054,580 shares

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

  2. period ended2026-03-31
    13F 1,443,074 shares
    Change vs previous 13F -337,183 shares

    <0.01% of the 13F portfolio, value $1,875,997.

    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: 546,695 shares
    • UBS Group AG: 896,379 shares

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

  3. period ended2025-12-31
    13F 1,780,257 shares
    Change vs previous 13F +376,348 shares

    <0.01% of the 13F portfolio, value $2,937,424.

    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: 552,695 shares
    • UBS Group AG: 1,227,562 shares

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

  4. period ended2025-09-30
    13F 1,403,909 shares
    Change vs previous 13F +149,339 shares

    <0.01% of the 13F portfolio, value $3,383,421.

    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: 524,235 shares
    • UBS Group AG: 879,674 shares

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

  5. period ended2025-06-30
    13F 1,254,570 shares
    Change vs previous 13F -7,728,832 shares

    <0.01% of the 13F portfolio, value $2,684,780.

    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: 836,243 shares
    • UBS Group AG: 418,327 shares

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

  6. period ended2025-03-31
    13F 8,983,402 shares
    Change vs previous 13F +2,564,560 shares

    <0.01% of the 13F portfolio, value $23,895,850.

    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: 644,142 shares
    • UBS Group AG: 8,339,260 shares

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

  7. period ended2024-12-31
    13F 6,418,842 shares
    Change vs previous 13F +2,954,104 shares

    <0.01% of the 13F portfolio, value $15,469,411.

    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: 636,672 shares
    • UBS Group AG: 5,782,170 shares

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

  8. period ended2024-09-30
    13F 3,464,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,523,256.

    13F-HR 0000950123-24-011557 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: 491,626 shares
    • UBS Group AG: 2,973,112 shares

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