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UBS Group AG: PFI position timeline

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

UBS Group AG held 11,411 PFI 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 11,411 shares
    Change vs previous 13F +178 shares

    <0.01% of the 13F portfolio, value $694,987.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 11,233 shares
    Change vs previous 13F -269 shares

    <0.01% of the 13F portfolio, value $598,180.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 11,502 shares
    Change vs previous 13F -499 shares

    <0.01% of the 13F portfolio, value $664,057.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 12,001 shares
    Change vs previous 13F +161 shares

    <0.01% of the 13F portfolio, value $695,650.

    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 11,840 shares
    Change vs previous 13F -687 shares

    <0.01% of the 13F portfolio, value $671,683.

    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 12,527 shares
    Change vs previous 13F -597 shares

    <0.01% of the 13F portfolio, value $669,568.

    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 13,124 shares
    Change vs previous 13F -37 shares

    <0.01% of the 13F portfolio, value $748,199.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 13,161 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $728,462.

    13F-HR 0000950123-24-011557 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).