UBS Group AG: PL position timeline

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

UBS Group AG held 5,170,541 PL 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 5,170,541 shares
Change vs previous 13F +1,051,038 shares
0.01% of the 13F portfolio, value $171,300,023.
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: 624,677 shares
- UBS Group AG: 4,545,864 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 4,119,503 shares
Change vs previous 13F +2,632,841 shares
0.01% of the 13F portfolio, value $115,140,108.
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: 502,478 shares
- UBS Group AG: 3,617,025 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,486,662 shares
Change vs previous 13F -529,245 shares
<0.01% of the 13F portfolio, value $29,316,975.
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: 705,554 shares
- UBS Group AG: 781,108 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,015,907 shares
Change vs previous 13F +805,944 shares
<0.01% of the 13F portfolio, value $26,166,473.
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: 458,611 shares
- UBS Group AG: 1,557,296 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,209,963 shares
Change vs previous 13F -235,464 shares
<0.01% of the 13F portfolio, value $7,380,775.
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: 772,615 shares
- UBS Group AG: 437,348 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,445,427 shares
Change vs previous 13F -682,461 shares
<0.01% of the 13F portfolio, value $4,885,543.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 443,247 shares
- UBS Group AG: 1,002,180 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,127,888 shares
Change vs previous 13F +1,548,772 shares
<0.01% of the 13F portfolio, value $8,596,668.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 298,104 shares
- UBS Group AG: 1,829,784 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 579,116 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,291,427.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 377,522 shares
- UBS Group AG: 201,594 shares
Acceptance time not in the bulk data set (spec §4.2).