UBS Group AG: PLUS position timeline

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

UBS Group AG held 81,710 PLUS 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 81,710 shares
Change vs previous 13F -41,076 shares
<0.01% of the 13F portfolio, value $6,800,724.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 49,727 shares
- UBS Group AG: 31,983 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 122,786 shares
Change vs previous 13F +16,923 shares
<0.01% of the 13F portfolio, value $9,239,648.
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: 60,438 shares
- UBS Group AG: 62,348 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 105,863 shares
Change vs previous 13F -15,471 shares
<0.01% of the 13F portfolio, value $9,284,184.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (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: 59,848 shares
- UBS Group AG: 46,015 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 121,334 shares
Change vs previous 13F -122,300 shares
<0.01% of the 13F portfolio, value $8,615,927.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (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: 61,370 shares
- UBS Group AG: 59,964 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 243,634 shares
Change vs previous 13F -16,450 shares
<0.01% of the 13F portfolio, value $17,566,012.
13F-HR 0000950123-25-008111 filed by UBS Group AG
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: 103,134 shares
- UBS Group AG: 140,500 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 260,084 shares
Change vs previous 13F +69,041 shares
<0.01% of the 13F portfolio, value $15,872,926.
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: 76,186 shares
- UBS Group AG: 183,898 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 191,043 shares
Change vs previous 13F +27,136 shares
<0.01% of the 13F portfolio, value $14,114,255.
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: 71,660 shares
- UBS Group AG: 119,383 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 163,907 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,118,615.
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: 60,467 shares
- UBS Group AG: 103,440 shares
Acceptance time not in the bulk data set (spec §4.2).