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UBS Group AG: OWL position timeline

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

UBS Group AG held 10,549,157 OWL 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 10,549,157 shares
    Change vs previous 13F -896,598 shares

    0.01% of the 13F portfolio, value $92,305,125.

    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: 1,192,935 shares
    • UBS Group AG: 9,356,222 shares

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

  2. period ended2026-03-31
    13F 11,445,755 shares
    Change vs previous 13F +5,870,784 shares

    0.01% of the 13F portfolio, value $104,499,743.

    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: 1,684,009 shares
    • UBS Group AG: 9,761,746 shares

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

  3. period ended2025-12-31
    13F 5,574,971 shares
    Change vs previous 13F -977,478 shares

    0.01% of the 13F portfolio, value $83,290,067.

    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: 1,616,776 shares
    • UBS Group AG: 3,958,195 shares

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

  4. period ended2025-09-30
    13F 6,552,449 shares
    Change vs previous 13F -606,156 shares

    0.01% of the 13F portfolio, value $110,932,962.

    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: 1,627,073 shares
    • UBS Group AG: 4,925,376 shares

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

  5. period ended2025-06-30
    13F 7,158,605 shares
    Change vs previous 13F +1,312,770 shares

    0.01% of the 13F portfolio, value $137,516,802.

    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: 3,151,834 shares
    • UBS Group AG: 4,006,771 shares

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

  6. period ended2025-03-31
    13F 5,845,835 shares
    Change vs previous 13F +1,145,725 shares

    0.01% of the 13F portfolio, value $117,150,534.

    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: 1,994,159 shares
    • UBS Group AG: 3,851,676 shares

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

  7. period ended2024-12-31
    13F 4,700,110 shares
    Change vs previous 13F +1,682,381 shares

    0.01% of the 13F portfolio, value $109,324,558.

    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: 1,573,350 shares
    • UBS Group AG: 3,126,760 shares

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

  8. period ended2024-09-30
    13F 3,017,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $58,423,233.

    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: 1,055,275 shares
    • UBS Group AG: 1,962,454 shares

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