UBS Group AG: PM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on PM, newest first. How the timeline and the estimate are built.
UBS Group AG held 10,684,227 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,684,227 sharesChange vs previous 13F +1,103,934 shares
0.16% of the 13F portfolio, value $1,932,883,507.
13F-HR 0000861177-26-000004 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: 6,989,904 shares
- UBS Group AG: 3,694,323 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,580,293 sharesChange vs previous 13F +401,829 shares
0.15% of the 13F portfolio, value $1,584,005,645.
13F-HR 0000861177-26-000003 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: 5,577,426 shares
- UBS Group AG: 4,002,867 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,178,464 sharesChange vs previous 13F -841,491 shares
0.15% of the 13F portfolio, value $1,472,225,626.
13F-HR 0000861177-26-000001 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: 5,414,265 shares
- UBS Group AG: 3,764,199 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,019,955 sharesChange vs previous 13F -205,071 shares
0.17% of the 13F portfolio, value $1,625,236,702.
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: 5,347,803 shares
- UBS Group AG: 4,672,152 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,225,026 sharesChange vs previous 13F +167,410 shares
0.19% of the 13F portfolio, value $1,862,283,985.
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: 6,725,857 shares
- UBS Group AG: 3,499,169 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,057,616 sharesChange vs previous 13F -276,544 shares
0.19% of the 13F portfolio, value $1,596,445,374.
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: 5,992,023 shares
- UBS Group AG: 4,065,593 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,334,160 sharesChange vs previous 13F +1,039,592 shares
0.14% of the 13F portfolio, value $1,243,716,158.
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: 6,209,376 shares
- UBS Group AG: 4,124,784 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 9,294,568 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $1,128,360,554.
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: 5,355,156 shares
- UBS Group AG: 3,939,412 shares
Acceptance time not in the bulk data set (spec §4.2).