UBS Group AG: POOL position timeline

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

UBS Group AG held 529,385 POOL 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 529,385 shares
Change vs previous 13F +45,236 shares
0.01% of the 13F portfolio, value $113,764,838.
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: 102,046 shares
- UBS Group AG: 427,339 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 484,149 shares
Change vs previous 13F +73,323 shares
0.01% of the 13F portfolio, value $97,957,868.
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: 112,199 shares
- UBS Group AG: 371,950 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 410,826 shares
Change vs previous 13F -70,215 shares
0.01% of the 13F portfolio, value $93,976,449.
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: 113,465 shares
- UBS Group AG: 297,361 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 481,041 shares
Change vs previous 13F -303,131 shares
0.02% of the 13F portfolio, value $149,156,383.
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: 253,477 shares
- UBS Group AG: 227,564 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 784,172 shares
Change vs previous 13F +240,005 shares
0.02% of the 13F portfolio, value $228,570,455.
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: 325,476 shares
- UBS Group AG: 458,696 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 544,167 shares
Change vs previous 13F -28,047 shares
0.02% of the 13F portfolio, value $173,235,567.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (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: 284,708 shares
- UBS Group AG: 259,459 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 572,214 shares
Change vs previous 13F +215,130 shares
0.02% of the 13F portfolio, value $195,090,643.
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: 281,302 shares
- UBS Group AG: 290,912 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 357,084 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $134,549,249.
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: 260,333 shares
- UBS Group AG: 96,751 shares
Acceptance time not in the bulk data set (spec §4.2).