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Disclosery

UBS Group AG: SCHC position timeline

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

UBS Group AG held 415,529 SCHC 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 415,529 shares
    Change vs previous 13F +11,251 shares

    <0.01% of the 13F portfolio, value $19,995,255.

    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: 983 shares
    • UBS Group AG: 414,546 shares

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

  2. period ended2026-03-31
    13F 404,278 shares
    Change vs previous 13F +7,796 shares

    <0.01% of the 13F portfolio, value $18,895,954.

    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: 1,724 shares
    • UBS Group AG: 402,554 shares

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

  3. period ended2025-12-31
    13F 396,482 shares
    Change vs previous 13F +620 shares

    <0.01% of the 13F portfolio, value $18,051,825.

    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: 251 shares
    • UBS Group AG: 396,231 shares

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

  4. period ended2025-09-30
    13F 395,862 shares
    Change vs previous 13F +63,696 shares

    <0.01% of the 13F portfolio, value $18,015,679.

    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 332,166 shares
    Change vs previous 13F +11,511 shares

    <0.01% of the 13F portfolio, value $14,146,950.

    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 320,655 shares
    Change vs previous 13F -46,255 shares

    <0.01% of the 13F portfolio, value $11,505,101.

    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 366,910 shares
    Change vs previous 13F +574 shares

    <0.01% of the 13F portfolio, value $12,596,020.

    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 366,336 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,114,926.

    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).