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Disclosery

UBS Group AG: SCHZ position timeline

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

UBS Group AG held 713,141 SCHZ 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 713,141 shares
    Change vs previous 13F +50,468 shares

    <0.01% of the 13F portfolio, value $16,494,951.

    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: 43,585 shares
    • UBS Group AG: 669,556 shares

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

  2. period ended2026-03-31
    13F 662,673 shares
    Change vs previous 13F -11,999 shares

    <0.01% of the 13F portfolio, value $15,387,267.

    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: 45,279 shares
    • UBS Group AG: 617,394 shares

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

  3. period ended2025-12-31
    13F 674,672 shares
    Change vs previous 13F -16,210 shares

    <0.01% of the 13F portfolio, value $15,767,085.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 690,882 shares
    Change vs previous 13F -660,972 shares

    <0.01% of the 13F portfolio, value $16,215,001.

    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 1,351,854 shares
    Change vs previous 13F +130,262 shares

    0.01% of the 13F portfolio, value $31,417,087.

    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 1,221,592 shares
    Change vs previous 13F +878,813 shares

    0.01% of the 13F portfolio, value $28,292,071.

    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 342,779 shares
    Change vs previous 13F +173,220 shares

    <0.01% of the 13F portfolio, value $7,781,083.

    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 169,559 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,057,444.

    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).