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Disclosery

UBS Group AG: PEP position timeline

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

UBS Group AG held 18,367,445 PEP 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 18,367,445 shares
    Change vs previous 13F -7,811 shares

    0.21% of the 13F portfolio, value $2,486,952,053.

    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: 11,817,684 shares
    • UBS Group AG: 6,549,761 shares

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

  2. period ended2026-03-31
    13F 18,375,256 shares
    Change vs previous 13F +1,285,779 shares

    0.27% of the 13F portfolio, value $2,853,493,504.

    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: 11,268,348 shares
    • UBS Group AG: 7,106,908 shares

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

  3. period ended2025-12-31
    13F 17,089,477 shares
    Change vs previous 13F -1,384,365 shares

    0.25% of the 13F portfolio, value $2,452,681,739.

    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: 10,130,364 shares
    • UBS Group AG: 6,959,113 shares

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

  4. period ended2025-09-30
    13F 18,473,842 shares
    Change vs previous 13F -3,046,837 shares

    0.27% of the 13F portfolio, value $2,594,466,373.

    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: 12,546,006 shares
    • UBS Group AG: 5,927,836 shares

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

  5. period ended2025-06-30
    13F 21,520,679 shares
    Change vs previous 13F +2,495,014 shares

    0.29% of the 13F portfolio, value $2,841,590,454.

    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: 14,552,144 shares
    • UBS Group AG: 6,968,535 shares

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

  6. period ended2025-03-31
    13F 19,025,665 shares
    Change vs previous 13F -375,836 shares

    0.34% of the 13F portfolio, value $2,852,708,203.

    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: 11,525,812 shares
    • UBS Group AG: 7,499,853 shares

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

  7. period ended2024-12-31
    13F 19,401,501 shares
    Change vs previous 13F +2,130,809 shares

    0.34% of the 13F portfolio, value $2,950,192,242.

    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: 11,317,520 shares
    • UBS Group AG: 8,083,981 shares

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

  8. period ended2024-09-30
    13F 17,270,692 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,936,881,176.

    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: 10,900,983 shares
    • UBS Group AG: 6,369,709 shares

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