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Disclosery

UBS Group AG: PHR position timeline

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

UBS Group AG held 294,090 PHR 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 294,090 shares
    Change vs previous 13F -69,305 shares

    <0.01% of the 13F portfolio, value $3,026,186.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 123,567 shares
    • UBS Group AG: 170,523 shares

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

  2. period ended2026-03-31
    13F 363,395 shares
    Change vs previous 13F +57,336 shares

    <0.01% of the 13F portfolio, value $3,045,250.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 107,596 shares
    • UBS Group AG: 255,799 shares

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

  3. period ended2025-12-31
    13F 306,059 shares
    Change vs previous 13F -1,534,531 shares

    <0.01% of the 13F portfolio, value $5,178,519.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 91,072 shares
    • UBS Group AG: 214,987 shares

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

  4. period ended2025-09-30
    13F 1,840,590 shares
    Change vs previous 13F -461,317 shares

    <0.01% of the 13F portfolio, value $43,290,677.

    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: 1,642,132 shares
    • UBS Group AG: 198,458 shares

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

  5. period ended2025-06-30
    13F 2,301,907 shares
    Change vs previous 13F -424,492 shares

    0.01% of the 13F portfolio, value $65,512,273.

    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: 2,074,815 shares
    • UBS Group AG: 227,092 shares

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

  6. period ended2025-03-31
    13F 2,726,399 shares
    Change vs previous 13F +1,348,073 shares

    0.01% of the 13F portfolio, value $69,686,760.

    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: 2,644,988 shares
    • UBS Group AG: 81,411 shares

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

  7. period ended2024-12-31
    13F 1,378,326 shares
    Change vs previous 13F -196,352 shares

    <0.01% of the 13F portfolio, value $34,678,682.

    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: 1,267,084 shares
    • UBS Group AG: 111,242 shares

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

  8. period ended2024-09-30
    13F 1,574,678 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $35,886,912.

    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: 1,535,028 shares
    • UBS Group AG: 39,650 shares

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