UBS Group AG: SHC position timeline

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

UBS Group AG held 1,792,569 SHC 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 1,792,569 shares
Change vs previous 13F +995,156 shares
<0.01% of the 13F portfolio, value $31,818,101.
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: 470,803 shares
- UBS Group AG: 1,321,766 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 797,413 shares
Change vs previous 13F -86,758 shares
<0.01% of the 13F portfolio, value $11,434,903.
13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-05-13 (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: 437,582 shares
- UBS Group AG: 359,831 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 884,171 shares
Change vs previous 13F +56,467 shares
<0.01% of the 13F portfolio, value $15,596,777.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (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: 442,660 shares
- UBS Group AG: 441,511 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 827,704 shares
Change vs previous 13F -1,119,310 shares
<0.01% of the 13F portfolio, value $13,019,784.
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: 318,439 shares
- UBS Group AG: 509,265 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,947,014 shares
Change vs previous 13F +244,208 shares
<0.01% of the 13F portfolio, value $21,650,794.
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: 532,347 shares
- UBS Group AG: 1,414,667 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,702,806 shares
Change vs previous 13F -63,530 shares
<0.01% of the 13F portfolio, value $19,854,718.
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: 342,934 shares
- UBS Group AG: 1,359,872 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,766,336 shares
Change vs previous 13F +1,269,841 shares
<0.01% of the 13F portfolio, value $24,163,477.
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: 299,463 shares
- UBS Group AG: 1,466,873 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 496,495 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,291,467.
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: 261,995 shares
- UBS Group AG: 234,500 shares
Acceptance time not in the bulk data set (spec §4.2).