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Disclosery

UBS Group AG: SGOV position timeline

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

UBS Group AG held 6,412,567 SGOV 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 6,412,567 shares
    Change vs previous 13F +686,050 shares

    0.05% of the 13F portfolio, value $645,553,120.

    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: 450,319 shares
    • UBS Group AG: 5,962,248 shares

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

  2. period ended2026-03-31
    13F 5,726,517 shares
    Change vs previous 13F +2,929,285 shares

    0.06% of the 13F portfolio, value $576,431,201.

    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: 591,967 shares
    • UBS Group AG: 5,134,550 shares

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

  3. period ended2025-12-31
    13F 2,797,232 shares
    Change vs previous 13F +760,367 shares

    0.03% of the 13F portfolio, value $280,786,149.

    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: 206,040 shares
    • UBS Group AG: 2,591,192 shares

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

  4. period ended2025-09-30
    13F 2,036,865 shares
    Change vs previous 13F -100,064 shares

    0.04% of the 13F portfolio, value $205,112,305.

    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 2,136,929 shares
    Change vs previous 13F +18,807 shares

    0.04% of the 13F portfolio, value $215,167,381.

    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: 0 shares
    • UBS Group AG: 2,136,929 shares

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

  6. period ended2025-03-31
    13F 2,118,122 shares
    Change vs previous 13F +1,091,484 shares

    0.03% of the 13F portfolio, value $213,231,342.

    13F-HR 0000950123-25-004922 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: 424,534 shares
    • UBS Group AG: 1,693,588 shares

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

  7. period ended2024-12-31
    13F 1,026,638 shares
    Change vs previous 13F -409,827 shares

    0.02% of the 13F portfolio, value $102,992,324.

    13F-HR 0000950123-25-002409 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: 1,026,638 shares

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

  8. period ended2024-09-30
    13F 1,436,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $144,680,755.

    13F-HR 0000950123-24-011557 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: 500,000 shares
    • UBS Group AG: 936,465 shares

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