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UBS Group AG: PEB position timeline

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

UBS Group AG held 3,348,643 PEB 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 3,348,643 shares
    Change vs previous 13F -48,552 shares

    0.01% of the 13F portfolio, value $64,997,162.

    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: 788,621 shares
    • UBS Group AG: 2,560,022 shares

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

  2. period ended2026-03-31
    13F 3,397,195 shares
    Change vs previous 13F +674,740 shares

    <0.01% of the 13F portfolio, value $42,906,573.

    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: 747,372 shares
    • UBS Group AG: 2,649,823 shares

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

  3. period ended2025-12-31
    13F 2,722,455 shares
    Change vs previous 13F +995,462 shares

    <0.01% of the 13F portfolio, value $30,818,191.

    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: 2,137 shares
    • UBS Group AG: 2,720,318 shares

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

  4. period ended2025-09-30
    13F 1,726,993 shares
    Change vs previous 13F +330,387 shares

    <0.01% of the 13F portfolio, value $19,670,451.

    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: 1,726,993 shares

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

  5. period ended2025-06-30
    13F 1,396,606 shares
    Change vs previous 13F +102,027 shares

    <0.01% of the 13F portfolio, value $13,952,095.

    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: 924,266 shares
    • UBS Group AG: 472,340 shares

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

  6. period ended2025-03-31
    13F 1,294,579 shares
    Change vs previous 13F -213,514 shares

    <0.01% of the 13F portfolio, value $13,114,084.

    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: 659,945 shares
    • UBS Group AG: 634,634 shares

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

  7. period ended2024-12-31
    13F 1,508,093 shares
    Change vs previous 13F +11,980 shares

    <0.01% of the 13F portfolio, value $20,434,660.

    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: 611,305 shares
    • UBS Group AG: 896,788 shares

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

  8. period ended2024-09-30
    13F 1,496,113 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,793,576.

    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: 694,887 shares
    • UBS Group AG: 801,226 shares

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