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UBS Group AG: SHEN position timeline

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

UBS Group AG held 244,368 SHEN 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 244,368 shares
    Change vs previous 13F +4,680 shares

    <0.01% of the 13F portfolio, value $3,685,069.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 145,208 shares
    • UBS Group AG: 99,160 shares

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

  2. period ended2026-03-31
    13F 239,688 shares
    Change vs previous 13F -33,789 shares

    <0.01% of the 13F portfolio, value $3,695,989.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 129,412 shares
    • UBS Group AG: 110,276 shares

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

  3. period ended2025-12-31
    13F 273,477 shares
    Change vs previous 13F +17,916 shares

    <0.01% of the 13F portfolio, value $3,161,393.

    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: 128,346 shares
    • UBS Group AG: 145,131 shares

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

  4. period ended2025-09-30
    13F 255,561 shares
    Change vs previous 13F -4,522 shares

    <0.01% of the 13F portfolio, value $3,429,628.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 133,862 shares
    • UBS Group AG: 121,699 shares

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

  5. period ended2025-06-30
    13F 260,083 shares
    Change vs previous 13F +22,832 shares

    <0.01% of the 13F portfolio, value $3,552,733.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 162,290 shares
    • UBS Group AG: 97,793 shares

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

  6. period ended2025-03-31
    13F 237,251 shares
    Change vs previous 13F +29,846 shares

    <0.01% of the 13F portfolio, value $2,982,246.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 145,177 shares
    • UBS Group AG: 92,074 shares

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

  7. period ended2024-12-31
    13F 207,405 shares
    Change vs previous 13F +46,843 shares

    <0.01% of the 13F portfolio, value $2,615,376.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 146,557 shares
    • UBS Group AG: 60,848 shares

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

  8. period ended2024-09-30
    13F 160,562 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,265,529.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 138,304 shares
    • UBS Group AG: 22,258 shares

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