Skip to content
Disclosery

UBS Group AG: ORC position timeline

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

UBS Group AG held 2,166,811 ORC 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 2,166,811 shares
    Change vs previous 13F +634,388 shares

    <0.01% of the 13F portfolio, value $15,102,673.

    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: 149,800 shares
    • UBS Group AG: 2,017,011 shares

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

  2. period ended2026-03-31
    13F 1,532,423 shares
    Change vs previous 13F +375,457 shares

    <0.01% of the 13F portfolio, value $10,772,933.

    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: 155,954 shares
    • UBS Group AG: 1,376,469 shares

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

  3. period ended2025-12-31
    13F 1,156,966 shares
    Change vs previous 13F +409,149 shares

    <0.01% of the 13F portfolio, value $8,330,155.

    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: 810 shares
    • UBS Group AG: 1,156,156 shares

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

  4. period ended2025-09-30
    13F 747,817 shares
    Change vs previous 13F -530,737 shares

    <0.01% of the 13F portfolio, value $5,242,198.

    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: 0 shares
    • UBS Group AG: 747,817 shares

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

  5. period ended2025-06-30
    13F 1,278,554 shares
    Change vs previous 13F +1,029,101 shares

    <0.01% of the 13F portfolio, value $8,962,663.

    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: 256,395 shares
    • UBS Group AG: 1,022,159 shares

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

  6. period ended2025-03-31
    13F 249,453 shares
    Change vs previous 13F -395,383 shares

    <0.01% of the 13F portfolio, value $1,875,887.

    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 644,836 shares
    Change vs previous 13F +453,032 shares

    <0.01% of the 13F portfolio, value $5,016,825.

    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 191,804 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,576,629.

    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).