Skip to content
Disclosery

UBS Group AG: SCHV position timeline

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

UBS Group AG held 2,712,427 SCHV 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 2,712,427 shares
    Change vs previous 13F -132,131 shares

    0.01% of the 13F portfolio, value $94,419,584.

    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: 11,064 shares
    • UBS Group AG: 2,701,363 shares

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

  2. period ended2026-03-31
    13F 2,844,558 shares
    Change vs previous 13F +333,872 shares

    0.01% of the 13F portfolio, value $86,759,019.

    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: 119,878 shares
    • UBS Group AG: 2,724,680 shares

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

  3. period ended2025-12-31
    13F 2,510,686 shares
    Change vs previous 13F +6,382 shares

    0.01% of the 13F portfolio, value $74,341,412.

    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: 33,886 shares
    • UBS Group AG: 2,476,800 shares

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

  4. period ended2025-09-30
    13F 2,504,304 shares
    Change vs previous 13F +135,435 shares

    0.01% of the 13F portfolio, value $72,900,289.

    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 2,368,869 shares
    Change vs previous 13F +445,262 shares

    0.01% of the 13F portfolio, value $65,546,605.

    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 1,923,607 shares
    Change vs previous 13F +104,328 shares

    0.01% of the 13F portfolio, value $51,129,474.

    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 1,819,279 shares
    Change vs previous 13F +1,185,788 shares

    0.01% of the 13F portfolio, value $47,428,603.

    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 633,491 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,913,672.

    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).