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Disclosery

UBS Group AG: SAMG position timeline

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

UBS Group AG held 2,527 SAMG 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 2,527 shares
    Change vs previous 13F +1,152 shares

    <0.01% of the 13F portfolio, value $25,547.

    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: 284 shares
    • UBS Group AG: 2,243 shares

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

  2. period ended2026-03-31
    13F 1,375 shares
    Change vs previous 13F -19,307 shares

    <0.01% of the 13F portfolio, value $18,480.

    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: 284 shares
    • UBS Group AG: 1,091 shares

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

  3. period ended2025-12-31
    13F 20,682 shares
    Change vs previous 13F +14,211 shares

    <0.01% of the 13F portfolio, value $314,160.

    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 shares
    • UBS Group AG: 20,667 shares

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

  4. period ended2025-09-30
    13F 6,471 shares
    Change vs previous 13F -16,356 shares

    <0.01% of the 13F portfolio, value $101,919.

    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 22,827 shares
    Change vs previous 13F +10,712 shares

    <0.01% of the 13F portfolio, value $362,036.

    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 12,115 shares
    Change vs previous 13F -1,970 shares

    <0.01% of the 13F portfolio, value $198,202.

    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 14,085 shares
    Change vs previous 13F +1,292 shares

    <0.01% of the 13F portfolio, value $259,023.

    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 12,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $220,552.

    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).