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Disclosery

UBS Group AG: SDY position timeline

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

UBS Group AG held 1,680,555 SDY 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 1,680,555 shares
    Change vs previous 13F -943 shares

    0.02% of the 13F portfolio, value $255,746,860.

    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: 6,382 shares
    • UBS Group AG: 1,674,173 shares

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

  2. period ended2026-03-31
    13F 1,681,498 shares
    Change vs previous 13F -32,568 shares

    0.02% of the 13F portfolio, value $245,397,817.

    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: 7,392 shares
    • UBS Group AG: 1,674,106 shares

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

  3. period ended2025-12-31
    13F 1,714,066 shares
    Change vs previous 13F -18,619 shares

    0.02% of the 13F portfolio, value $238,529,425.

    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: 454 shares
    • UBS Group AG: 1,713,612 shares

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

  4. period ended2025-09-30
    13F 1,732,685 shares
    Change vs previous 13F +165,053 shares

    0.05% of the 13F portfolio, value $242,662,534.

    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 1,567,632 shares
    Change vs previous 13F -46,968 shares

    0.04% of the 13F portfolio, value $212,774,692.

    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 1,614,600 shares
    Change vs previous 13F -135,373 shares

    0.05% of the 13F portfolio, value $219,068,928.

    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 1,749,973 shares
    Change vs previous 13F +47,330 shares

    0.05% of the 13F portfolio, value $231,171,434.

    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 1,702,643 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $241,843,411.

    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).