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Disclosery

UBS Group AG: SHY position timeline

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

UBS Group AG held 4,711,010 SHY 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 4,711,010 shares
    Change vs previous 13F -113,722 shares

    0.03% of the 13F portfolio, value $386,821,030.

    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: 422 shares
    • UBS Group AG: 4,710,588 shares

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

  2. period ended2026-03-31
    13F 4,824,732 shares
    Change vs previous 13F -96,125 shares

    0.04% of the 13F portfolio, value $398,378,122.

    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: 422 shares
    • UBS Group AG: 4,824,310 shares

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

  3. period ended2025-12-31
    13F 4,920,857 shares
    Change vs previous 13F +26,637 shares

    0.04% of the 13F portfolio, value $407,545,376.

    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: 48 shares
    • UBS Group AG: 4,920,809 shares

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

  4. period ended2025-09-30
    13F 4,894,220 shares
    Change vs previous 13F -364,383 shares

    0.08% of the 13F portfolio, value $406,024,491.

    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 5,258,603 shares
    Change vs previous 13F +143,652 shares

    0.09% of the 13F portfolio, value $435,727,844.

    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 5,114,951 shares
    Change vs previous 13F -263,656 shares

    0.09% of the 13F portfolio, value $423,159,896.

    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 5,378,607 shares
    Change vs previous 13F -24,295 shares

    0.1% of the 13F portfolio, value $440,938,201.

    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 5,402,902 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $449,251,301.

    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).