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UBS Group AG: PK position timeline

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

UBS Group AG held 5,437,958 PK 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 5,437,958 shares
    Change vs previous 13F -274,884 shares

    0.01% of the 13F portfolio, value $77,490,903.

    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: 1,260,215 shares
    • UBS Group AG: 4,177,743 shares

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

  2. period ended2026-03-31
    13F 5,712,842 shares
    Change vs previous 13F +1,596,864 shares

    0.01% of the 13F portfolio, value $60,156,227.

    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: 8,071 shares
    • UBS Group AG: 5,704,771 shares

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

  3. period ended2025-12-31
    13F 4,115,978 shares
    Change vs previous 13F -557,236 shares

    <0.01% of the 13F portfolio, value $43,053,130.

    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: 2,136 shares
    • UBS Group AG: 4,113,842 shares

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

  4. period ended2025-09-30
    13F 4,673,214 shares
    Change vs previous 13F -2,121,731 shares

    0.01% of the 13F portfolio, value $51,779,211.

    13F-HR 0001193125-25-279802 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: 0 shares
    • UBS Group AG: 4,673,214 shares

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

  5. period ended2025-06-30
    13F 6,794,945 shares
    Change vs previous 13F +2,087,715 shares

    0.01% of the 13F portfolio, value $69,512,287.

    13F-HR 0000950123-25-008111 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: 1,834,810 shares
    • UBS Group AG: 4,960,135 shares

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

  6. period ended2025-03-31
    13F 4,707,230 shares
    Change vs previous 13F -1,302,617 shares

    0.01% of the 13F portfolio, value $50,273,217.

    13F-HR 0000950123-25-004922 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: 318,692 shares
    • UBS Group AG: 4,388,538 shares

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

  7. period ended2024-12-31
    13F 6,009,847 shares
    Change vs previous 13F +3,206,097 shares

    0.01% of the 13F portfolio, value $84,558,546.

    13F-HR 0000950123-25-002409 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: 1,386,258 shares
    • UBS Group AG: 4,623,589 shares

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

  8. period ended2024-09-30
    13F 2,803,750 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $39,532,876.

    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: 1,409,574 shares
    • UBS Group AG: 1,394,176 shares

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