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UBS Group AG: SD position timeline

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

UBS Group AG held 98,554 SD 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 98,554 shares
    Change vs previous 13F -46,096 shares

    <0.01% of the 13F portfolio, value $1,350,190.

    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: 2,049 shares
    • UBS Group AG: 96,505 shares

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

  2. period ended2026-03-31
    13F 144,650 shares
    Change vs previous 13F -4,522 shares

    <0.01% of the 13F portfolio, value $2,359,241.

    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: 2,049 shares
    • UBS Group AG: 142,601 shares

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

  3. period ended2025-12-31
    13F 149,172 shares
    Change vs previous 13F +71,833 shares

    <0.01% of the 13F portfolio, value $2,152,552.

    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: 476 shares
    • UBS Group AG: 148,696 shares

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

  4. period ended2025-09-30
    13F 77,339 shares
    Change vs previous 13F +28,925 shares

    <0.01% of the 13F portfolio, value $872,383.

    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 48,414 shares
    Change vs previous 13F -104,179 shares

    <0.01% of the 13F portfolio, value $523,839.

    13F-HR 0000950123-25-008111 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: 0 shares
    • UBS Group AG: 48,414 shares

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

  6. period ended2025-03-31
    13F 152,593 shares
    Change vs previous 13F +12,738 shares

    <0.01% of the 13F portfolio, value $1,742,612.

    13F-HR 0000950123-25-004922 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: 37,176 shares
    • UBS Group AG: 115,417 shares

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

  7. period ended2024-12-31
    13F 139,855 shares
    Change vs previous 13F +67,434 shares

    <0.01% of the 13F portfolio, value $1,637,703.

    13F-HR 0000950123-25-002409 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: 37,176 shares
    • UBS Group AG: 102,679 shares

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

  8. period ended2024-09-30
    13F 72,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $885,709.

    13F-HR 0000950123-24-011557 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: 34,043 shares
    • UBS Group AG: 38,378 shares

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