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UBS Group AG: SFD position timeline

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

UBS Group AG held 1,173,263 SFD 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 1,173,263 shares
    Change vs previous 13F +148,943 shares

    <0.01% of the 13F portfolio, value $28,463,361.

    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: 25 shares
    • UBS Group AG: 1,173,238 shares

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

  2. period ended2026-03-31
    13F 1,024,320 shares
    Change vs previous 13F +695 shares

    <0.01% of the 13F portfolio, value $28,650,231.

    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: 25 shares
    • UBS Group AG: 1,024,295 shares

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

  3. period ended2025-12-31
    13F 1,023,625 shares
    Change vs previous 13F +315,607 shares

    <0.01% of the 13F portfolio, value $22,857,546.

    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: 0 shares
    • UBS Group AG: 1,023,625 shares

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

  4. period ended2025-09-30
    13F 708,018 shares
    Change vs previous 13F +455,618 shares

    <0.01% of the 13F portfolio, value $16,624,262.

    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: 13,580 shares
    • UBS Group AG: 694,438 shares

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

  5. period ended2025-06-30
    13F 252,400 shares
    Change vs previous 13F -384,141 shares

    <0.01% of the 13F portfolio, value $5,938,973.

    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: 10,037 shares
    • UBS Group AG: 242,363 shares

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

  6. period ended2025-03-31
    13F 636,541 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,979,071.

    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).