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Disclosery

UBS Group AG: POR position timeline

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

UBS Group AG held 518,613 POR 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 518,613 shares
    Change vs previous 13F -678,751 shares

    <0.01% of the 13F portfolio, value $26,879,711.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 224,758 shares
    • UBS Group AG: 293,855 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,197,364 shares
    Change vs previous 13F +124,727 shares

    0.01% of the 13F portfolio, value $63,184,897.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 223,419 shares
    • UBS Group AG: 973,945 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,072,637 shares
    Change vs previous 13F +730,827 shares

    0.01% of the 13F portfolio, value $51,475,851.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 189,475 shares
    • UBS Group AG: 883,162 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 341,810 shares
    Change vs previous 13F -399,006 shares

    <0.01% of the 13F portfolio, value $15,039,640.

    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: 198,052 shares
    • UBS Group AG: 143,758 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 740,816 shares
    Change vs previous 13F +167,065 shares

    <0.01% of the 13F portfolio, value $30,099,353.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 309,634 shares
    • UBS Group AG: 431,182 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 573,751 shares
    Change vs previous 13F +141,672 shares

    <0.01% of the 13F portfolio, value $25,589,295.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 233,640 shares
    • UBS Group AG: 340,111 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 432,079 shares
    Change vs previous 13F -166,659 shares

    <0.01% of the 13F portfolio, value $18,847,286.

    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: 219,841 shares
    • UBS Group AG: 212,238 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 598,738 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,679,551.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 235,209 shares
    • UBS Group AG: 363,529 shares

    Acceptance time not in the bulk data set (spec §4.2).