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Disclosery

UBS Group AG: SAM position timeline

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

UBS Group AG held 450,340 SAM 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 450,340 shares
    Change vs previous 13F +215,832 shares

    0.01% of the 13F portfolio, value $79,723,689.

    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: 15,684 shares
    • UBS Group AG: 434,656 shares

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

  2. period ended2026-03-31
    13F 234,508 shares
    Change vs previous 13F +2,170 shares

    0.01% of the 13F portfolio, value $54,030,644.

    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: 15,904 shares
    • UBS Group AG: 218,604 shares

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

  3. period ended2025-12-31
    13F 232,338 shares
    Change vs previous 13F -9,290 shares

    <0.01% of the 13F portfolio, value $45,336,115.

    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: 15,704 shares
    • UBS Group AG: 216,634 shares

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

  4. period ended2025-09-30
    13F 241,628 shares
    Change vs previous 13F +19,079 shares

    0.01% of the 13F portfolio, value $51,084,990.

    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: 17,964 shares
    • UBS Group AG: 223,664 shares

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

  5. period ended2025-06-30
    13F 222,549 shares
    Change vs previous 13F +29,798 shares

    <0.01% of the 13F portfolio, value $42,464,575.

    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: 30,565 shares
    • UBS Group AG: 191,984 shares

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

  6. period ended2025-03-31
    13F 192,751 shares
    Change vs previous 13F -7,705 shares

    0.01% of the 13F portfolio, value $46,036,650.

    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: 21,902 shares
    • UBS Group AG: 170,849 shares

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

  7. period ended2024-12-31
    13F 200,456 shares
    Change vs previous 13F +129,253 shares

    0.01% of the 13F portfolio, value $60,132,791.

    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: 20,835 shares
    • UBS Group AG: 179,621 shares

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

  8. period ended2024-09-30
    13F 71,203 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,587,635.

    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: 16,753 shares
    • UBS Group AG: 54,450 shares

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