UBS Group AG: PFS position timeline

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

UBS Group AG held 465,357 PFS shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 465,357 shares
Change vs previous 13F -27,732 shares
<0.01% of the 13F portfolio, value $11,001,040.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 213,608 shares
- UBS Group AG: 251,749 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 493,089 shares
Change vs previous 13F -83,508 shares
<0.01% of the 13F portfolio, value $10,433,764.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 235,940 shares
- UBS Group AG: 257,149 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 576,597 shares
Change vs previous 13F -15,718 shares
<0.01% of the 13F portfolio, value $11,387,794.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 220,628 shares
- UBS Group AG: 355,969 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 592,315 shares
Change vs previous 13F -63,603 shares
<0.01% of the 13F portfolio, value $11,419,834.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 209,907 shares
- UBS Group AG: 382,408 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 655,918 shares
Change vs previous 13F +220,681 shares
<0.01% of the 13F portfolio, value $11,498,243.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 359,999 shares
- UBS Group AG: 295,919 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 435,237 shares
Change vs previous 13F -25,661 shares
<0.01% of the 13F portfolio, value $7,473,020.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 256,739 shares
- UBS Group AG: 178,498 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 460,898 shares
Change vs previous 13F +28,578 shares
<0.01% of the 13F portfolio, value $8,697,145.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 241,627 shares
- UBS Group AG: 219,271 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 432,320 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,023,859.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 197,778 shares
- UBS Group AG: 234,542 shares
Acceptance time not in the bulk data set (spec §4.2).