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Disclosery

UBS Group AG: SEI position timeline

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

UBS Group AG held 886,249 SEI 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 886,249 shares
    Change vs previous 13F +103,964 shares

    0.01% of the 13F portfolio, value $71,307,595.

    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: 79,563 shares
    • UBS Group AG: 806,686 shares

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

  2. period ended2026-03-31
    13F 782,285 shares
    Change vs previous 13F +74,683 shares

    <0.01% of the 13F portfolio, value $44,206,925.

    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: 69,576 shares
    • UBS Group AG: 712,709 shares

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

  3. period ended2025-12-31
    13F 707,602 shares
    Change vs previous 13F +73,361 shares

    <0.01% of the 13F portfolio, value $32,528,464.

    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: 65,357 shares
    • UBS Group AG: 642,245 shares

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

  4. period ended2025-09-30
    13F 634,241 shares
    Change vs previous 13F -310,777 shares

    <0.01% of the 13F portfolio, value $25,350,613.

    13F-HR 0001193125-25-279802 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: 43,498 shares
    • UBS Group AG: 590,743 shares

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

  5. period ended2025-06-30
    13F 945,018 shares
    Change vs previous 13F +700,927 shares

    <0.01% of the 13F portfolio, value $26,734,560.

    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: 83,087 shares
    • UBS Group AG: 861,931 shares

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

  6. period ended2025-03-31
    13F 244,091 shares
    Change vs previous 13F +38,138 shares

    <0.01% of the 13F portfolio, value $5,311,420.

    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: 25,323 shares
    • UBS Group AG: 218,768 shares

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

  7. period ended2024-12-31
    13F 205,953 shares
    Change vs previous 13F +146,786 shares

    <0.01% of the 13F portfolio, value $5,927,327.

    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 59,167 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $754,971.

    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).