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Disclosery

UBS Group AG: SM position timeline

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

UBS Group AG held 1,148,510 SM 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 1,148,510 shares
    Change vs previous 13F -1,244,865 shares

    <0.01% of the 13F portfolio, value $29,976,113.

    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: 303,983 shares
    • UBS Group AG: 844,527 shares

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

  2. period ended2026-03-31
    13F 2,393,375 shares
    Change vs previous 13F +1,590,531 shares

    0.01% of the 13F portfolio, value $74,625,432.

    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: 313,527 shares
    • UBS Group AG: 2,079,848 shares

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

  3. period ended2025-12-31
    13F 802,844 shares
    Change vs previous 13F +113,690 shares

    <0.01% of the 13F portfolio, value $15,013,183.

    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: 136,774 shares
    • UBS Group AG: 666,070 shares

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

  4. period ended2025-09-30
    13F 689,154 shares
    Change vs previous 13F +84,859 shares

    <0.01% of the 13F portfolio, value $17,208,176.

    13F-HR 0001193125-25-279802 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: 147,532 shares
    • UBS Group AG: 541,622 shares

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

  5. period ended2025-06-30
    13F 604,295 shares
    Change vs previous 13F -232,665 shares

    <0.01% of the 13F portfolio, value $14,932,128.

    13F-HR 0000950123-25-008111 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: 284,079 shares
    • UBS Group AG: 320,216 shares

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

  6. period ended2025-03-31
    13F 836,960 shares
    Change vs previous 13F -8,606 shares

    <0.01% of the 13F portfolio, value $25,066,952.

    13F-HR 0000950123-25-004922 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: 375,916 shares
    • UBS Group AG: 461,044 shares

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

  7. period ended2024-12-31
    13F 845,566 shares
    Change vs previous 13F +283,635 shares

    <0.01% of the 13F portfolio, value $32,774,138.

    13F-HR 0000950123-25-002409 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: 371,803 shares
    • UBS Group AG: 473,763 shares

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

  8. period ended2024-09-30
    13F 561,931 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $22,460,382.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 421,830 shares
    • UBS Group AG: 140,101 shares

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