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Disclosery

UBS Group AG: RMBS position timeline

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

UBS Group AG held 662,612 RMBS 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 662,612 shares
    Change vs previous 13F -534,381 shares

    0.01% of the 13F portfolio, value $87,955,117.

    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: 289,022 shares
    • UBS Group AG: 373,590 shares

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

  2. period ended2026-03-31
    13F 1,196,993 shares
    Change vs previous 13F +496,979 shares

    0.01% of the 13F portfolio, value $102,977,309.

    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: 240,606 shares
    • UBS Group AG: 956,387 shares

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

  3. period ended2025-12-31
    13F 700,014 shares
    Change vs previous 13F -119,697 shares

    0.01% of the 13F portfolio, value $64,324,288.

    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: 244,344 shares
    • UBS Group AG: 455,670 shares

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

  4. period ended2025-09-30
    13F 819,711 shares
    Change vs previous 13F +256,465 shares

    0.01% of the 13F portfolio, value $85,413,887.

    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: 253,906 shares
    • UBS Group AG: 565,805 shares

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

  5. period ended2025-06-30
    13F 563,246 shares
    Change vs previous 13F +131,058 shares

    <0.01% of the 13F portfolio, value $36,059,009.

    13F-HR 0000950123-25-008300 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: 422,805 shares
    • UBS Group AG: 140,441 shares

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

  6. period ended2025-03-31
    13F 432,188 shares
    Change vs previous 13F +18,802 shares

    <0.01% of the 13F portfolio, value $22,376,534.

    13F-HR 0000950123-25-005812 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: 309,512 shares
    • UBS Group AG: 122,676 shares

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

  7. period ended2024-12-31
    13F 413,386 shares
    Change vs previous 13F +88,614 shares

    <0.01% of the 13F portfolio, value $21,851,584.

    13F-HR 0000950123-25-002466 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: 290,392 shares
    • UBS Group AG: 122,994 shares

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

  8. period ended2024-09-30
    13F 324,772 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,711,874.

    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: 244,425 shares
    • UBS Group AG: 80,347 shares

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