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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

  1. period ended2026-06-30
    13F 10,684,227 shares
    Change 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).

  2. period ended2026-03-31
    13F 9,580,293 shares
    Change 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).

  3. period ended2025-12-31
    13F 9,178,464 shares
    Change 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).

  4. period ended2025-09-30
    13F 10,019,955 shares
    Change 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).

  5. period ended2025-06-30
    13F 10,225,026 shares
    Change 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).

  6. period ended2025-03-31
    13F 10,057,616 shares
    Change 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).

  7. period ended2024-12-31
    13F 10,334,160 shares
    Change 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).

  8. period ended2024-09-30
    13F 9,294,568 shares
    Change 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).