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UBS Group AG: SBSI position timeline

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

UBS Group AG held 141,400 SBSI 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 141,400 shares
    Change vs previous 13F -14,377 shares

    <0.01% of the 13F portfolio, value $4,975,867.

    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: 63,442 shares
    • UBS Group AG: 77,958 shares

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

  2. period ended2026-03-31
    13F 155,777 shares
    Change vs previous 13F -102,686 shares

    <0.01% of the 13F portfolio, value $4,843,108.

    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: 64,389 shares
    • UBS Group AG: 91,388 shares

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

  3. period ended2025-12-31
    13F 258,463 shares
    Change vs previous 13F -187,553 shares

    <0.01% of the 13F portfolio, value $7,854,690.

    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: 63,094 shares
    • UBS Group AG: 195,369 shares

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

  4. period ended2025-09-30
    13F 446,016 shares
    Change vs previous 13F -48,805 shares

    <0.01% of the 13F portfolio, value $12,599,953.

    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: 58,491 shares
    • UBS Group AG: 387,525 shares

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

  5. period ended2025-06-30
    13F 494,821 shares
    Change vs previous 13F +88,736 shares

    <0.01% of the 13F portfolio, value $14,562,582.

    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: 93,913 shares
    • UBS Group AG: 400,908 shares

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

  6. period ended2025-03-31
    13F 406,085 shares
    Change vs previous 13F +30,480 shares

    <0.01% of the 13F portfolio, value $11,760,221.

    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: 70,377 shares
    • UBS Group AG: 335,708 shares

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

  7. period ended2024-12-31
    13F 375,605 shares
    Change vs previous 13F +247,780 shares

    <0.01% of the 13F portfolio, value $11,929,215.

    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: 63,918 shares
    • UBS Group AG: 311,687 shares

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

  8. period ended2024-09-30
    13F 127,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,273,189.

    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: 59,682 shares
    • UBS Group AG: 68,143 shares

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