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UBS Group AG: SCHG position timeline

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

UBS Group AG held 3,298,478 SCHG 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 3,298,478 shares
    Change vs previous 13F -83,991 shares

    0.01% of the 13F portfolio, value $111,620,495.

    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: 29,198 shares
    • UBS Group AG: 3,269,280 shares

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

  2. period ended2026-03-31
    13F 3,382,469 shares
    Change vs previous 13F +572,569 shares

    0.01% of the 13F portfolio, value $98,531,322.

    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: 107,747 shares
    • UBS Group AG: 3,274,722 shares

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

  3. period ended2025-12-31
    13F 2,809,900 shares
    Change vs previous 13F +649,903 shares

    0.01% of the 13F portfolio, value $91,658,938.

    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: 22,039 shares
    • UBS Group AG: 2,787,861 shares

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

  4. period ended2025-09-30
    13F 2,159,997 shares
    Change vs previous 13F +74,095 shares

    0.01% of the 13F portfolio, value $68,925,505.

    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 2,085,902 shares
    Change vs previous 13F +277,849 shares

    0.01% of the 13F portfolio, value $60,929,198.

    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 1,808,053 shares
    Change vs previous 13F -22,232 shares

    0.01% of the 13F portfolio, value $45,273,647.

    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 1,830,285 shares
    Change vs previous 13F +1,391,053 shares

    0.01% of the 13F portfolio, value $51,010,043.

    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 439,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $45,759,190.

    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).