UBS Group AG: PPLI position timeline

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

UBS Group AG held 595,574 PPLI 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 595,574 shares
Change vs previous 13F -333,014 shares
<0.01% of the 13F portfolio, value $27,491,696.
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: 184,471 shares
- UBS Group AG: 411,103 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 928,588 shares
Change vs previous 13F -73,245 shares
<0.01% of the 13F portfolio, value $37,171,378.
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: 209,999 shares
- UBS Group AG: 718,589 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,001,833 shares
Change vs previous 13F +77,214 shares
<0.01% of the 13F portfolio, value $39,171,671.
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: 220,638 shares
- UBS Group AG: 781,195 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 924,619 shares
Change vs previous 13F -666,249 shares
<0.01% of the 13F portfolio, value $31,501,768.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (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: 223,179 shares
- UBS Group AG: 701,440 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,590,868 shares
Change vs previous 13F +535,673 shares
0.01% of the 13F portfolio, value $59,403,012.
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: 341,240 shares
- UBS Group AG: 1,249,628 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,055,195 shares
Change vs previous 13F -1,382,139 shares
0.01% of the 13F portfolio, value $48,475,659.
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: 661,398 shares
- UBS Group AG: 393,797 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,437,334 shares
Change vs previous 13F -475,533 shares
0.01% of the 13F portfolio, value $105,146,589.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 2,045,915 shares
- UBS Group AG: 391,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,912,867 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $156,770,500.
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: 2,847,499 shares
- UBS Group AG: 65,368 shares
Acceptance time not in the bulk data set (spec §4.2).