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Disclosery

UBS Group AG: PR position timeline

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

UBS Group AG held 7,607,264 PR 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 7,607,264 shares
    Change vs previous 13F +2,049,841 shares

    0.01% of the 13F portfolio, value $140,049,731.

    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: 1,554,941 shares
    • UBS Group AG: 6,052,323 shares

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

  2. period ended2026-03-31
    13F 5,557,423 shares
    Change vs previous 13F -2,199,804 shares

    0.01% of the 13F portfolio, value $118,484,258.

    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: 1,451,853 shares
    • UBS Group AG: 4,105,570 shares

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

  3. period ended2025-12-31
    13F 7,757,227 shares
    Change vs previous 13F +1,910,041 shares

    0.01% of the 13F portfolio, value $108,833,896.

    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: 1,196,595 shares
    • UBS Group AG: 6,560,632 shares

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

  4. period ended2025-09-30
    13F 5,847,186 shares
    Change vs previous 13F +797,751 shares

    0.01% of the 13F portfolio, value $74,843,981.

    13F-HR 0001193125-25-279802 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: 1,145,546 shares
    • UBS Group AG: 4,701,640 shares

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

  5. period ended2025-06-30
    13F 5,049,435 shares
    Change vs previous 13F +918,171 shares

    0.01% of the 13F portfolio, value $68,773,304.

    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: 1,675,252 shares
    • UBS Group AG: 3,374,183 shares

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

  6. period ended2025-03-31
    13F 4,131,264 shares
    Change vs previous 13F -860,722 shares

    0.01% of the 13F portfolio, value $57,218,008.

    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: 1,209,457 shares
    • UBS Group AG: 2,921,807 shares

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

  7. period ended2024-12-31
    13F 4,991,986 shares
    Change vs previous 13F +3,524,565 shares

    0.01% of the 13F portfolio, value $71,784,759.

    13F-HR 0000950123-25-002409 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: 1,122,352 shares
    • UBS Group AG: 3,869,634 shares

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

  8. period ended2024-09-30
    13F 1,467,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,971,600.

    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: 1,024,949 shares
    • UBS Group AG: 442,472 shares

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