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UBS Group AG: PFO position timeline

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

UBS Group AG held 8,578 PFO 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 8,578 shares
    Change vs previous 13F +2,378 shares

    <0.01% of the 13F portfolio, value $79,261.

    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 6,200 shares
    Change vs previous 13F -559 shares

    <0.01% of the 13F portfolio, value $56,048.

    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 6,759 shares
    Change vs previous 13F -567 shares

    <0.01% of the 13F portfolio, value $63,872.

    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 7,326 shares
    Change vs previous 13F +205 shares

    <0.01% of the 13F portfolio, value $71,429.

    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 7,121 shares
    Change vs previous 13F -2,309 shares

    <0.01% of the 13F portfolio, value $65,870.

    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 9,430 shares
    Change vs previous 13F +2,093 shares

    <0.01% of the 13F portfolio, value $86,944.

    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 7,337 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $66,106.

    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 7,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,870.

    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).