UBS Group AG: SG position timeline

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

UBS Group AG held 1,812,640 SG 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 1,812,640 shares
Change vs previous 13F -337,579 shares
<0.01% of the 13F portfolio, value $15,969,358.
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: 222,748 shares
- UBS Group AG: 1,589,892 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,150,219 shares
Change vs previous 13F +712,811 shares
<0.01% of the 13F portfolio, value $11,159,637.
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: 220,794 shares
- UBS Group AG: 1,929,425 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,437,408 shares
Change vs previous 13F -128,146 shares
<0.01% of the 13F portfolio, value $9,716,878.
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: 192,087 shares
- UBS Group AG: 1,245,321 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,565,554 shares
Change vs previous 13F -11,284 shares
<0.01% of the 13F portfolio, value $12,493,121.
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: 179,933 shares
- UBS Group AG: 1,385,621 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,576,838 shares
Change vs previous 13F +641,053 shares
<0.01% of the 13F portfolio, value $23,463,350.
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: 308,301 shares
- UBS Group AG: 1,268,537 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 935,785 shares
Change vs previous 13F +280,660 shares
<0.01% of the 13F portfolio, value $23,413,341.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 209,334 shares
- UBS Group AG: 726,451 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 655,125 shares
Change vs previous 13F +176,717 shares
<0.01% of the 13F portfolio, value $21,003,308.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 226,552 shares
- UBS Group AG: 428,573 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 478,408 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,959,564.
13F-HR 0000950123-24-011557 filed by UBS Group AG
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: 191,276 shares
- UBS Group AG: 287,132 shares
Acceptance time not in the bulk data set (spec §4.2).