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Disclosery

UBS Group AG: SCHW position timeline

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

UBS Group AG held 21,460,515 SCHW 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 21,460,515 shares
    Change vs previous 13F +3,805,842 shares

    0.17% of the 13F portfolio, value $1,980,161,720.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11,843,766 shares
    • UBS Group AG: 9,616,749 shares

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

  2. period ended2026-03-31
    13F 17,654,673 shares
    Change vs previous 13F -950,863 shares

    0.16% of the 13F portfolio, value $1,659,186,167.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11,875,673 shares
    • UBS Group AG: 5,779,000 shares

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

  3. period ended2025-12-31
    13F 18,605,536 shares
    Change vs previous 13F +1,937,688 shares

    0.19% of the 13F portfolio, value $1,858,879,100.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11,240,065 shares
    • UBS Group AG: 7,365,471 shares

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

  4. period ended2025-09-30
    13F 16,667,848 shares
    Change vs previous 13F -6,729,653 shares

    0.16% of the 13F portfolio, value $1,591,279,447.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11,592,153 shares
    • UBS Group AG: 5,075,695 shares

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

  5. period ended2025-06-30
    13F 23,397,501 shares
    Change vs previous 13F +422,930 shares

    0.22% of the 13F portfolio, value $2,134,787,991.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 14,343,788 shares
    • UBS Group AG: 9,053,713 shares

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

  6. period ended2025-03-31
    13F 22,974,571 shares
    Change vs previous 13F +6,055,919 shares

    0.21% of the 13F portfolio, value $1,798,449,419.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 12,833,440 shares
    • UBS Group AG: 10,141,131 shares

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

  7. period ended2024-12-31
    13F 16,918,652 shares
    Change vs previous 13F +3,280,851 shares

    0.14% of the 13F portfolio, value $1,252,149,433.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 11,653,684 shares
    • UBS Group AG: 5,264,968 shares

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

  8. period ended2024-09-30
    13F 13,637,801 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $883,865,882.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 9,142,602 shares
    • UBS Group AG: 4,495,199 shares

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