Skip to content
Disclosery

UBS Group AG: PTLO position timeline

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

UBS Group AG held 183,070 PTLO 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 183,070 shares
    Change vs previous 13F -143,367 shares

    <0.01% of the 13F portfolio, value $867,751.

    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: 37 shares
    • UBS Group AG: 183,033 shares

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

  2. period ended2026-03-31
    13F 326,437 shares
    Change vs previous 13F -271,064 shares

    <0.01% of the 13F portfolio, value $1,726,853.

    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: 37 shares
    • UBS Group AG: 326,400 shares

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

  3. period ended2025-12-31
    13F 597,501 shares
    Change vs previous 13F -468,493 shares

    <0.01% of the 13F portfolio, value $2,712,655.

    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: 37 shares
    • UBS Group AG: 597,464 shares

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

  4. period ended2025-09-30
    13F 1,065,994 shares
    Change vs previous 13F -11,412 shares

    <0.01% of the 13F portfolio, value $6,875,662.

    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: 91,560 shares
    • UBS Group AG: 974,434 shares

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

  5. period ended2025-06-30
    13F 1,077,406 shares
    Change vs previous 13F +196,861 shares

    <0.01% of the 13F portfolio, value $12,573,328.

    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: 162,570 shares
    • UBS Group AG: 914,836 shares

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

  6. period ended2025-03-31
    13F 880,545 shares
    Change vs previous 13F -1,599,256 shares

    <0.01% of the 13F portfolio, value $10,469,681.

    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: 93,466 shares
    • UBS Group AG: 787,079 shares

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

  7. period ended2024-12-31
    13F 2,479,801 shares
    Change vs previous 13F +1,464,863 shares

    <0.01% of the 13F portfolio, value $23,310,130.

    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: 86,281 shares
    • UBS Group AG: 2,393,520 shares

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

  8. period ended2024-09-30
    13F 1,014,938 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,671,214.

    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: 75,558 shares
    • UBS Group AG: 939,380 shares

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