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UBS Group AG: SHEL position timeline

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

UBS Group AG held 1,809,042 SHEL 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 1,809,042 shares
    Change vs previous 13F -262,803 shares

    0.01% of the 13F portfolio, value $140,273,116.

    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: 160,073 shares
    • UBS Group AG: 1,648,969 shares

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

  2. period ended2026-03-31
    13F 2,071,845 shares
    Change vs previous 13F +759,832 shares

    0.02% of the 13F portfolio, value $192,681,585.

    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: 160,166 shares
    • UBS Group AG: 1,911,679 shares

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

  3. period ended2025-12-31
    13F 1,312,013 shares
    Change vs previous 13F -261,651 shares

    0.01% of the 13F portfolio, value $96,406,715.

    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: 27,310 shares
    • UBS Group AG: 1,284,703 shares

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

  4. period ended2025-09-30
    13F 1,573,664 shares
    Change vs previous 13F -7,103 shares

    0.02% of the 13F portfolio, value $112,564,187.

    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 1,580,767 shares
    Change vs previous 13F -1,009,234 shares

    0.02% of the 13F portfolio, value $111,301,805.

    13F-HR 0000950123-25-008111 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).

  6. period ended2025-03-31
    13F 2,590,001 shares
    Change vs previous 13F -803,393 shares

    0.04% of the 13F portfolio, value $189,795,272.

    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).

  7. period ended2024-12-31
    13F 3,393,394 shares
    Change vs previous 13F +2,030,981 shares

    0.05% of the 13F portfolio, value $212,596,135.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 1,362,413 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $89,851,138.

    13F-HR 0000950123-24-011557 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).