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UBS Group AG: PAX position timeline

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

UBS Group AG held 1,214,668 PAX 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 1,214,668 shares
    Change vs previous 13F +251,211 shares

    <0.01% of the 13F portfolio, value $13,337,054.

    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: 3,450 shares
    • UBS Group AG: 1,211,218 shares

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

  2. period ended2026-03-31
    13F 963,457 shares
    Change vs previous 13F +277,052 shares

    <0.01% of the 13F portfolio, value $12,139,558.

    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: 45,850 shares
    • UBS Group AG: 917,607 shares

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

  3. period ended2025-12-31
    13F 686,405 shares
    Change vs previous 13F -100,236 shares

    <0.01% of the 13F portfolio, value $10,906,975.

    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: 42,860 shares
    • UBS Group AG: 643,545 shares

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

  4. period ended2025-09-30
    13F 786,641 shares
    Change vs previous 13F -948,269 shares

    <0.01% of the 13F portfolio, value $11,484,958.

    13F-HR 0001193125-25-279802 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).

  5. period ended2025-06-30
    13F 1,734,910 shares
    Change vs previous 13F +1,406,227 shares

    0.01% of the 13F portfolio, value $24,392,835.

    13F-HR 0000950123-25-008111 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).

  6. period ended2025-03-31
    13F 328,683 shares
    Change vs previous 13F -1,548,569 shares

    <0.01% of the 13F portfolio, value $3,710,832.

    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 1,877,252 shares
    Change vs previous 13F +1,731,433 shares

    <0.01% of the 13F portfolio, value $21,832,441.

    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: 0 shares
    • UBS Group AG: 1,877,252 shares

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

  8. period ended2024-09-30
    13F 145,819 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,628,799.

    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: 21 shares
    • UBS Group AG: 145,798 shares

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