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Disclosery

UBS Group AG: ROOT position timeline

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

UBS Group AG held 95,104 ROOT 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 95,104 shares
    Change vs previous 13F +24,671 shares

    <0.01% of the 13F portfolio, value $5,318,215.

    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: 12,278 shares
    • UBS Group AG: 82,826 shares

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

  2. period ended2026-03-31
    13F 70,433 shares
    Change vs previous 13F -79,675 shares

    <0.01% of the 13F portfolio, value $3,111,025.

    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: 12,278 shares
    • UBS Group AG: 58,155 shares

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

  3. period ended2025-12-31
    13F 150,108 shares
    Change vs previous 13F -87,726 shares

    <0.01% of the 13F portfolio, value $10,842,300.

    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: 12,279 shares
    • UBS Group AG: 137,829 shares

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

  4. period ended2025-09-30
    13F 237,834 shares
    Change vs previous 13F +172,604 shares

    <0.01% of the 13F portfolio, value $21,288,522.

    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: 9,096 shares
    • UBS Group AG: 228,738 shares

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

  5. period ended2025-06-30
    13F 65,230 shares
    Change vs previous 13F -89,975 shares

    <0.01% of the 13F portfolio, value $8,347,484.

    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: 16,781 shares
    • UBS Group AG: 48,449 shares

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

  6. period ended2025-03-31
    13F 155,205 shares
    Change vs previous 13F +32,439 shares

    <0.01% of the 13F portfolio, value $20,710,556.

    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: 8,036 shares
    • UBS Group AG: 147,169 shares

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

  7. period ended2024-12-31
    13F 122,766 shares
    Change vs previous 13F +93,300 shares

    <0.01% of the 13F portfolio, value $8,911,584.

    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: 8,421 shares
    • UBS Group AG: 114,345 shares

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

  8. period ended2024-09-30
    13F 29,466 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,113,225.

    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: 4,962 shares
    • UBS Group AG: 24,504 shares

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