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Disclosery

UBS Group AG: SCHX position timeline

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

UBS Group AG held 11,231,131 SCHX 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 11,231,131 shares
    Change vs previous 13F -217,548 shares

    0.03% of the 13F portfolio, value $330,532,185.

    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: 1,253,083 shares
    • UBS Group AG: 9,978,048 shares

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

  2. period ended2026-03-31
    13F 11,448,679 shares
    Change vs previous 13F +9,650,068 shares

    0.03% of the 13F portfolio, value $293,544,129.

    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: 1,900,806 shares
    • UBS Group AG: 9,547,873 shares

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

  3. period ended2025-12-31
    13F 1,798,611 shares
    Change vs previous 13F +586,060 shares

    <0.01% of the 13F portfolio, value $48,400,622.

    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: 562,212 shares
    • UBS Group AG: 1,236,399 shares

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

  4. period ended2025-09-30
    13F 1,212,551 shares
    Change vs previous 13F -10,229 shares

    0.01% of the 13F portfolio, value $31,938,593.

    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 1,222,780 shares
    Change vs previous 13F -17,553,785 shares

    0.01% of the 13F portfolio, value $29,884,743.

    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 18,776,565 shares
    Change vs previous 13F +2,020,190 shares

    0.09% of the 13F portfolio, value $414,586,555.

    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 16,756,375 shares
    Change vs previous 13F +10,781,978 shares

    0.09% of the 13F portfolio, value $388,412,773.

    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 5,974,397 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $405,362,836.

    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).