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UBS Group AG: SHYG position timeline

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

UBS Group AG held 761,939 SHYG 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 761,939 shares
    Change vs previous 13F +20,246 shares

    0.01% of the 13F portfolio, value $32,313,833.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 741,693 shares
    Change vs previous 13F +31,539 shares

    0.01% of the 13F portfolio, value $31,381,031.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 710,154 shares
    Change vs previous 13F -9,153 shares

    0.01% of the 13F portfolio, value $30,444,302.

    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 719,307 shares
    Change vs previous 13F -24,811 shares

    0.01% of the 13F portfolio, value $31,145,993.

    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 744,118 shares
    Change vs previous 13F -43,405 shares

    0.01% of the 13F portfolio, value $32,101,250.

    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 787,523 shares
    Change vs previous 13F +16,368 shares

    0.01% of the 13F portfolio, value $33,485,478.

    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 771,155 shares
    Change vs previous 13F +136,138 shares

    0.01% of the 13F portfolio, value $32,858,914.

    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 635,017 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,572,438.

    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).