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Disclosery

UBS Group AG: SCHF position timeline

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

UBS Group AG held 5,111,451 SCHF 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 5,111,451 shares
    Change vs previous 13F +232,096 shares

    0.01% of the 13F portfolio, value $141,587,193.

    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: 58,678 shares
    • UBS Group AG: 5,052,773 shares

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

  2. period ended2026-03-31
    13F 4,879,355 shares
    Change vs previous 13F +1,462,379 shares

    0.01% of the 13F portfolio, value $120,764,036.

    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: 328,151 shares
    • UBS Group AG: 4,551,204 shares

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

  3. period ended2025-12-31
    13F 3,416,976 shares
    Change vs previous 13F +268,278 shares

    0.01% of the 13F portfolio, value $82,144,103.

    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: 121,548 shares
    • UBS Group AG: 3,295,428 shares

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

  4. period ended2025-09-30
    13F 3,148,698 shares
    Change vs previous 13F -674,093 shares

    0.01% of the 13F portfolio, value $73,301,690.

    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 3,822,791 shares
    Change vs previous 13F -21,318 shares

    0.02% of the 13F portfolio, value $84,483,681.

    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 3,844,109 shares
    Change vs previous 13F +143,839 shares

    0.02% of the 13F portfolio, value $76,036,476.

    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 3,700,270 shares
    Change vs previous 13F +1,894,320 shares

    0.02% of the 13F portfolio, value $68,454,995.

    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 1,805,950 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $74,260,664.

    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).