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UBS Group AG: SCHP position timeline

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

UBS Group AG held 5,430,847 SCHP 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 5,430,847 shares
    Change vs previous 13F -697,688 shares

    0.01% of the 13F portfolio, value $143,917,446.

    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: 117,238 shares
    • UBS Group AG: 5,313,609 shares

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

  2. period ended2026-03-31
    13F 6,128,535 shares
    Change vs previous 13F +654,418 shares

    0.02% of the 13F portfolio, value $163,080,317.

    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: 168,216 shares
    • UBS Group AG: 5,960,319 shares

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

  3. period ended2025-12-31
    13F 5,474,117 shares
    Change vs previous 13F +137,683 shares

    0.01% of the 13F portfolio, value $145,009,359.

    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: 33,106 shares
    • UBS Group AG: 5,441,011 shares

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

  4. period ended2025-09-30
    13F 5,336,434 shares
    Change vs previous 13F +75,319 shares

    0.03% of the 13F portfolio, value $143,816,896.

    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 5,261,115 shares
    Change vs previous 13F -7,584 shares

    0.03% of the 13F portfolio, value $140,366,548.

    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 5,268,699 shares
    Change vs previous 13F +1,831,313 shares

    0.03% of the 13F portfolio, value $141,675,316.

    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 3,437,386 shares
    Change vs previous 13F +1,747,782 shares

    0.02% of the 13F portfolio, value $88,787,680.

    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 1,689,604 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $90,613,463.

    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).