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
- period ended2026-06-3013F 10,549,157 sharesChange 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).
- period ended2026-03-3113F 11,445,755 sharesChange 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).
- period ended2025-12-3113F 5,574,971 sharesChange 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).
- period ended2025-09-3013F 6,552,449 sharesChange 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).
- period ended2025-06-3013F 7,158,605 sharesChange 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).
- period ended2025-03-3113F 5,845,835 sharesChange 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).
- period ended2024-12-3113F 4,700,110 sharesChange 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).
- period ended2024-09-3013F 3,017,729 sharesChange 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).