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Disclosery

UBS Group AG: OZK position timeline

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

UBS Group AG held 843,215 OZK 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 843,215 shares
    Change vs previous 13F +77,206 shares

    <0.01% of the 13F portfolio, value $43,923,071.

    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: 297,669 shares
    • UBS Group AG: 545,546 shares

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

  2. period ended2026-03-31
    13F 766,009 shares
    Change vs previous 13F -65,067 shares

    <0.01% of the 13F portfolio, value $35,152,153.

    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: 309,929 shares
    • UBS Group AG: 456,080 shares

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

  3. period ended2025-12-31
    13F 831,076 shares
    Change vs previous 13F +45,308 shares

    <0.01% of the 13F portfolio, value $38,246,118.

    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: 299,233 shares
    • UBS Group AG: 531,843 shares

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

  4. period ended2025-09-30
    13F 785,768 shares
    Change vs previous 13F -37,213 shares

    <0.01% of the 13F portfolio, value $40,058,453.

    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: 316,976 shares
    • UBS Group AG: 468,792 shares

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

  5. period ended2025-06-30
    13F 822,981 shares
    Change vs previous 13F +95,193 shares

    <0.01% of the 13F portfolio, value $38,729,485.

    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: 466,628 shares
    • UBS Group AG: 356,353 shares

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

  6. period ended2025-03-31
    13F 727,788 shares
    Change vs previous 13F +51,835 shares

    <0.01% of the 13F portfolio, value $31,622,390.

    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: 349,749 shares
    • UBS Group AG: 378,039 shares

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

  7. period ended2024-12-31
    13F 675,953 shares
    Change vs previous 13F +124,839 shares

    <0.01% of the 13F portfolio, value $30,100,187.

    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: 323,073 shares
    • UBS Group AG: 352,880 shares

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

  8. period ended2024-09-30
    13F 551,114 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,692,391.

    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: 298,222 shares
    • UBS Group AG: 252,892 shares

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