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Disclosery

UBS Group AG: SERV position timeline

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

UBS Group AG held 809,965 SERV 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 809,965 shares
    Change vs previous 13F +227,277 shares

    <0.01% of the 13F portfolio, value $5,329,570.

    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: 114,835 shares
    • UBS Group AG: 695,130 shares

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

  2. period ended2026-03-31
    13F 582,688 shares
    Change vs previous 13F -90,888 shares

    <0.01% of the 13F portfolio, value $4,917,887.

    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: 100,870 shares
    • UBS Group AG: 481,818 shares

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

  3. period ended2025-12-31
    13F 673,576 shares
    Change vs previous 13F -24,059 shares

    <0.01% of the 13F portfolio, value $6,991,720.

    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: 139,670 shares
    • UBS Group AG: 533,906 shares

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

  4. period ended2025-09-30
    13F 697,635 shares
    Change vs previous 13F -194,311 shares

    <0.01% of the 13F portfolio, value $8,113,496.

    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 891,946 shares
    Change vs previous 13F -53,444 shares

    <0.01% of the 13F portfolio, value $10,203,862.

    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 945,390 shares
    Change vs previous 13F +695,398 shares

    <0.01% of the 13F portfolio, value $5,435,993.

    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 249,992 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,374,893.

    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).