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Disclosery

UBS Group AG: SHG position timeline

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

UBS Group AG held 87,122 SHG 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 87,122 shares
    Change vs previous 13F -9,132 shares

    <0.01% of the 13F portfolio, value $5,510,467.

    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: 6,263 shares
    • UBS Group AG: 80,859 shares

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

  2. period ended2026-03-31
    13F 96,254 shares
    Change vs previous 13F -56,538 shares

    <0.01% of the 13F portfolio, value $5,902,295.

    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: 6,263 shares
    • UBS Group AG: 89,991 shares

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

  3. period ended2025-12-31
    13F 152,792 shares
    Change vs previous 13F +86,625 shares

    <0.01% of the 13F portfolio, value $8,194,235.

    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: 1,179 shares
    • UBS Group AG: 151,613 shares

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

  4. period ended2025-09-30
    13F 66,167 shares
    Change vs previous 13F +42,366 shares

    <0.01% of the 13F portfolio, value $3,332,831.

    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 23,801 shares
    Change vs previous 13F -9,818 shares

    <0.01% of the 13F portfolio, value $1,075,330.

    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 33,619 shares
    Change vs previous 13F +20,963 shares

    <0.01% of the 13F portfolio, value $1,078,497.

    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 12,656 shares
    Change vs previous 13F +8,868 shares

    <0.01% of the 13F portfolio, value $416,130.

    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 3,788 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $160,498.

    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).