UBS Group AG: SF position timeline

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

UBS Group AG held 1,655,589 SF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,655,589 shares
Change vs previous 13F +460,324 shares
0.01% of the 13F portfolio, value $115,510,443.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 623,009 shares
- UBS Group AG: 1,032,580 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,195,265 shares
Change vs previous 13F +565,462 shares
0.01% of the 13F portfolio, value $88,353,987.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 410,190 shares
- UBS Group AG: 785,075 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 629,803 shares
Change vs previous 13F -202,822 shares
0.01% of the 13F portfolio, value $78,863,931.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 261,497 shares
- UBS Group AG: 368,306 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 832,625 shares
Change vs previous 13F +208,212 shares
0.01% of the 13F portfolio, value $94,477,959.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 269,206 shares
- UBS Group AG: 563,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 624,413 shares
Change vs previous 13F +93,642 shares
0.01% of the 13F portfolio, value $64,801,581.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 440,811 shares
- UBS Group AG: 183,602 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 530,771 shares
Change vs previous 13F +110,269 shares
0.01% of the 13F portfolio, value $50,030,475.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 309,443 shares
- UBS Group AG: 221,328 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 420,502 shares
Change vs previous 13F +66,484 shares
0.01% of the 13F portfolio, value $44,606,854.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 315,655 shares
- UBS Group AG: 104,847 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 354,018 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $33,242,291.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 278,344 shares
- UBS Group AG: 75,674 shares
Acceptance time not in the bulk data set (spec §4.2).