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Disclosery

UBS Group AG: SHV position timeline

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

UBS Group AG held 1,399,592 SHV 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 1,399,592 shares
    Change vs previous 13F -272,973 shares

    0.01% of the 13F portfolio, value $154,444,978.

    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: 161 shares
    • UBS Group AG: 1,399,431 shares

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

  2. period ended2026-03-31
    13F 1,672,565 shares
    Change vs previous 13F -136,836 shares

    0.02% of the 13F portfolio, value $184,634,450.

    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: 161 shares
    • UBS Group AG: 1,672,404 shares

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

  3. period ended2025-12-31
    13F 1,809,401 shares
    Change vs previous 13F -345,462 shares

    0.04% of the 13F portfolio, value $199,305,520.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 2,154,863 shares
    Change vs previous 13F +219,146 shares

    0.05% of the 13F portfolio, value $238,090,812.

    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 1,935,717 shares
    Change vs previous 13F +669,502 shares

    0.04% of the 13F portfolio, value $213,741,871.

    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 1,266,215 shares
    Change vs previous 13F -36,536 shares

    0.03% of the 13F portfolio, value $139,866,108.

    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 1,302,751 shares
    Change vs previous 13F -570,580 shares

    0.03% of the 13F portfolio, value $143,445,913.

    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 1,873,331 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $207,246,610.

    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).