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Disclosery

UBS Group AG: REFI position timeline

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

UBS Group AG held 4,030 REFI 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 4,030 shares
    Change vs previous 13F -10,553 shares

    <0.01% of the 13F portfolio, value $43,202.

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

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

  2. period ended2026-03-31
    13F 14,583 shares
    Change vs previous 13F +9,185 shares

    <0.01% of the 13F portfolio, value $165,080.

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

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

  3. period ended2025-12-31
    13F 5,398 shares
    Change vs previous 13F -14,384 shares

    <0.01% of the 13F portfolio, value $66,179.

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

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

  4. period ended2025-09-30
    13F 19,782 shares
    Change vs previous 13F -3,102 shares

    <0.01% of the 13F portfolio, value $253,012.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 22,884 shares
    Change vs previous 13F +11,178 shares

    <0.01% of the 13F portfolio, value $319,461.

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

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

  6. period ended2025-03-31
    13F 11,706 shares
    Change vs previous 13F -2,194 shares

    <0.01% of the 13F portfolio, value $172,078.

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

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

  7. period ended2024-12-31
    13F 13,900 shares
    Change vs previous 13F +603 shares

    <0.01% of the 13F portfolio, value $214,338.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,297 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,236.

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

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