UBS Group AG: PWP position timeline

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

UBS Group AG held 262,586 PWP 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 262,586 shares
Change vs previous 13F -32,723 shares
<0.01% of the 13F portfolio, value $4,190,873.
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: 65,291 shares
- UBS Group AG: 197,295 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 295,309 shares
Change vs previous 13F -176,818 shares
<0.01% of the 13F portfolio, value $5,362,811.
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: 67,021 shares
- UBS Group AG: 228,288 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 472,127 shares
Change vs previous 13F +75,768 shares
<0.01% of the 13F portfolio, value $8,167,798.
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: 181,033 shares
- UBS Group AG: 291,094 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 396,359 shares
Change vs previous 13F +27,596 shares
<0.01% of the 13F portfolio, value $8,450,374.
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: 71,710 shares
- UBS Group AG: 324,649 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 368,763 shares
Change vs previous 13F +163,934 shares
<0.01% of the 13F portfolio, value $7,161,377.
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: 121,526 shares
- UBS Group AG: 247,237 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 204,829 shares
Change vs previous 13F +35,594 shares
<0.01% of the 13F portfolio, value $3,768,854.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 79,627 shares
- UBS Group AG: 125,202 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 169,235 shares
Change vs previous 13F +48,336 shares
<0.01% of the 13F portfolio, value $4,034,563.
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: 91,898 shares
- UBS Group AG: 77,337 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 120,899 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,334,559.
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: 75,841 shares
- UBS Group AG: 45,058 shares
Acceptance time not in the bulk data set (spec §4.2).