UBS Group AG: SFBS position timeline

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

UBS Group AG held 190,380 SFBS 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 190,380 shares
Change vs previous 13F +2,271 shares
<0.01% of the 13F portfolio, value $16,515,466.
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: 90,632 shares
- UBS Group AG: 99,748 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 188,109 shares
Change vs previous 13F -35,348 shares
<0.01% of the 13F portfolio, value $13,699,978.
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: 92,163 shares
- UBS Group AG: 95,946 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 223,457 shares
Change vs previous 13F +37,024 shares
<0.01% of the 13F portfolio, value $16,041,978.
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: 90,321 shares
- UBS Group AG: 133,136 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 186,433 shares
Change vs previous 13F -130,174 shares
<0.01% of the 13F portfolio, value $15,013,451.
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: 82,995 shares
- UBS Group AG: 103,438 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 316,607 shares
Change vs previous 13F +130,601 shares
<0.01% of the 13F portfolio, value $24,540,209.
13F-HR 0000950123-25-008111 filed by UBS Group AG
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: 145,702 shares
- UBS Group AG: 170,905 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 186,006 shares
Change vs previous 13F +2,034 shares
<0.01% of the 13F portfolio, value $15,364,095.
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: 102,921 shares
- UBS Group AG: 83,085 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 183,972 shares
Change vs previous 13F +76,034 shares
<0.01% of the 13F portfolio, value $15,589,788.
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: 96,153 shares
- UBS Group AG: 87,819 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 107,938 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,683,613.
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: 70,368 shares
- UBS Group AG: 37,570 shares
Acceptance time not in the bulk data set (spec §4.2).