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UBS Group AG: OTEX position timeline

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

UBS Group AG held 748,281 OTEX 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 748,281 shares
    Change vs previous 13F -38,863 shares

    <0.01% of the 13F portfolio, value $16,574,425.

    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: 599 shares
    • UBS Group AG: 747,682 shares

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

  2. period ended2026-03-31
    13F 787,144 shares
    Change vs previous 13F +124,331 shares

    <0.01% of the 13F portfolio, value $17,506,083.

    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: 599 shares
    • UBS Group AG: 786,545 shares

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

  3. period ended2025-12-31
    13F 662,813 shares
    Change vs previous 13F +252,097 shares

    <0.01% of the 13F portfolio, value $21,594,448.

    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: 246 shares
    • UBS Group AG: 662,567 shares

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

  4. period ended2025-09-30
    13F 410,716 shares
    Change vs previous 13F -440,810 shares

    <0.01% of the 13F portfolio, value $15,352,564.

    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: 410,716 shares

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

  5. period ended2025-06-30
    13F 851,526 shares
    Change vs previous 13F +196,128 shares

    <0.01% of the 13F portfolio, value $24,864,558.

    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: 461,647 shares
    • UBS Group AG: 389,879 shares

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

  6. period ended2025-03-31
    13F 655,398 shares
    Change vs previous 13F +127,058 shares

    <0.01% of the 13F portfolio, value $16,555,355.

    13F-HR 0000950123-25-005812 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: 370,861 shares
    • UBS Group AG: 284,537 shares

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

  7. period ended2024-12-31
    13F 528,340 shares
    Change vs previous 13F -80,094 shares

    <0.01% of the 13F portfolio, value $14,962,588.

    13F-HR 0000950123-25-002466 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: 404,469 shares
    • UBS Group AG: 123,871 shares

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

  8. period ended2024-09-30
    13F 608,434 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,248,684.

    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: 454,838 shares
    • UBS Group AG: 153,596 shares

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