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Disclosery

UBS Group AG: SBH position timeline

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

UBS Group AG held 818,483 SBH 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 818,483 shares
    Change vs previous 13F -172,344 shares

    <0.01% of the 13F portfolio, value $11,573,350.

    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: 264,137 shares
    • UBS Group AG: 554,346 shares

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

  2. period ended2026-03-31
    13F 990,827 shares
    Change vs previous 13F -136,424 shares

    <0.01% of the 13F portfolio, value $13,722,956.

    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: 255,362 shares
    • UBS Group AG: 735,465 shares

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

  3. period ended2025-12-31
    13F 1,127,251 shares
    Change vs previous 13F -353,123 shares

    <0.01% of the 13F portfolio, value $16,074,600.

    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: 263,108 shares
    • UBS Group AG: 864,143 shares

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

  4. period ended2025-09-30
    13F 1,480,374 shares
    Change vs previous 13F -1,509,808 shares

    <0.01% of the 13F portfolio, value $24,100,489.

    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: 280,332 shares
    • UBS Group AG: 1,200,042 shares

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

  5. period ended2025-06-30
    13F 2,990,182 shares
    Change vs previous 13F +1,011,219 shares

    <0.01% of the 13F portfolio, value $27,689,087.

    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: 428,658 shares
    • UBS Group AG: 2,561,524 shares

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

  6. period ended2025-03-31
    13F 1,978,963 shares
    Change vs previous 13F +1,063,129 shares

    <0.01% of the 13F portfolio, value $17,870,036.

    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: 324,906 shares
    • UBS Group AG: 1,654,057 shares

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

  7. period ended2024-12-31
    13F 915,834 shares
    Change vs previous 13F +534,588 shares

    <0.01% of the 13F portfolio, value $9,570,463.

    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: 293,866 shares
    • UBS Group AG: 621,968 shares

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

  8. period ended2024-09-30
    13F 381,246 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,173,508.

    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: 246,620 shares
    • UBS Group AG: 134,626 shares

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