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UBS Group AG: PFL position timeline

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

UBS Group AG held 60,248 PFL 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 60,248 shares
    Change vs previous 13F +43,108 shares

    <0.01% of the 13F portfolio, value $474,754.

    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 17,140 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $137,120.

    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 17,123 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $144,347.

    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 17,673 shares
    Change vs previous 13F +268 shares

    <0.01% of the 13F portfolio, value $150,574.

    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 17,405 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $145,158.

    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 17,382 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $149,485.

    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 17,574 shares
    Change vs previous 13F +88 shares

    <0.01% of the 13F portfolio, value $147,270.

    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 17,486 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $149,855.

    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).