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UBS Group AG: PEG position timeline

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

UBS Group AG held 6,160,675 PEG 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 6,160,675 shares
    Change vs previous 13F -729,694 shares

    0.04% of the 13F portfolio, value $500,000,383.

    13F-HR 0000861177-26-000004 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: 4,600,110 shares
    • UBS Group AG: 1,560,565 shares

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

  2. period ended2026-03-31
    13F 6,890,369 shares
    Change vs previous 13F +635,817 shares

    0.05% of the 13F portfolio, value $557,775,372.

    13F-HR 0000861177-26-000003 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: 5,609,676 shares
    • UBS Group AG: 1,280,693 shares

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

  3. period ended2025-12-31
    13F 6,254,552 shares
    Change vs previous 13F -240,453 shares

    0.05% of the 13F portfolio, value $502,240,526.

    13F-HR 0000861177-26-000001 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: 4,566,142 shares
    • UBS Group AG: 1,688,410 shares

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

  4. period ended2025-09-30
    13F 6,495,005 shares
    Change vs previous 13F -450,621 shares

    0.06% of the 13F portfolio, value $542,073,118.

    13F-HR 0001193125-25-282311 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: 4,278,583 shares
    • UBS Group AG: 2,216,422 shares

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

  5. period ended2025-06-30
    13F 6,945,626 shares
    Change vs previous 13F +243,863 shares

    0.06% of the 13F portfolio, value $584,682,796.

    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: 4,703,094 shares
    • UBS Group AG: 2,242,532 shares

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

  6. period ended2025-03-31
    13F 6,701,763 shares
    Change vs previous 13F +310,275 shares

    0.07% of the 13F portfolio, value $551,555,096.

    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: 4,803,810 shares
    • UBS Group AG: 1,897,953 shares

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

  7. period ended2024-12-31
    13F 6,391,488 shares
    Change vs previous 13F +757,051 shares

    0.06% of the 13F portfolio, value $540,016,822.

    13F-HR 0000950123-25-002466 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: 3,997,028 shares
    • UBS Group AG: 2,394,460 shares

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

  8. period ended2024-09-30
    13F 5,634,437 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $502,648,123.

    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: 3,454,357 shares
    • UBS Group AG: 2,180,080 shares

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