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Disclosery

UBS Group AG: RTO position timeline

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

UBS Group AG held 422,250 RTO 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 422,250 shares
    Change vs previous 13F +1,405 shares

    <0.01% of the 13F portfolio, value $12,080,574.

    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: 11,088 shares
    • UBS Group AG: 411,162 shares

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

  2. period ended2026-03-31
    13F 420,845 shares
    Change vs previous 13F +306,148 shares

    <0.01% of the 13F portfolio, value $13,248,200.

    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: 11,088 shares
    • UBS Group AG: 409,757 shares

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

  3. period ended2025-12-31
    13F 114,697 shares
    Change vs previous 13F -371,699 shares

    <0.01% of the 13F portfolio, value $3,378,973.

    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: 1,329 shares
    • UBS Group AG: 113,368 shares

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

  4. period ended2025-09-30
    13F 486,396 shares
    Change vs previous 13F +269,676 shares

    <0.01% of the 13F portfolio, value $12,281,499.

    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 216,720 shares
    Change vs previous 13F -432,750 shares

    <0.01% of the 13F portfolio, value $5,201,280.

    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 649,470 shares
    Change vs previous 13F +308,307 shares

    <0.01% of the 13F portfolio, value $14,872,863.

    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 341,163 shares
    Change vs previous 13F +72,337 shares

    <0.01% of the 13F portfolio, value $8,638,247.

    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 268,826 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,701,833.

    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).