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Disclosery

UBS Group AG: SHM position timeline

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

UBS Group AG held 486,481 SHM 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 486,481 shares
    Change vs previous 13F -49,742 shares

    <0.01% of the 13F portfolio, value $23,334,061.

    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: 796 shares
    • UBS Group AG: 485,685 shares

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

  2. period ended2026-03-31
    13F 536,223 shares
    Change vs previous 13F +235,143 shares

    <0.01% of the 13F portfolio, value $25,647,546.

    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: 46,504 shares
    • UBS Group AG: 489,719 shares

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

  3. period ended2025-12-31
    13F 301,080 shares
    Change vs previous 13F +3,226 shares

    <0.01% of the 13F portfolio, value $14,448,830.

    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: 15,033 shares
    • UBS Group AG: 286,047 shares

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

  4. period ended2025-09-30
    13F 297,854 shares
    Change vs previous 13F +7,299 shares

    <0.01% of the 13F portfolio, value $14,362,520.

    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 290,555 shares
    Change vs previous 13F -139,865 shares

    <0.01% of the 13F portfolio, value $13,897,246.

    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 430,420 shares
    Change vs previous 13F -83,528 shares

    <0.01% of the 13F portfolio, value $20,487,992.

    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 513,948 shares
    Change vs previous 13F +3,529 shares

    0.01% of the 13F portfolio, value $24,355,996.

    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 510,419 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,571,571.

    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).