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Disclosery

UBS Group AG: SMA position timeline

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

UBS Group AG held 501,403 SMA 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 501,403 shares
    Change vs previous 13F +15,024 shares

    <0.01% of the 13F portfolio, value $16,295,599.

    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: 236,822 shares
    • UBS Group AG: 264,581 shares

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

  2. period ended2026-03-31
    13F 486,379 shares
    Change vs previous 13F +267,670 shares

    <0.01% of the 13F portfolio, value $14,727,557.

    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: 214,863 shares
    • UBS Group AG: 271,516 shares

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

  3. period ended2025-12-31
    13F 218,709 shares
    Change vs previous 13F -72,178 shares

    <0.01% of the 13F portfolio, value $6,766,857.

    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: 24,984 shares
    • UBS Group AG: 193,725 shares

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

  4. period ended2025-09-30
    13F 290,887 shares
    Change vs previous 13F -162,033 shares

    <0.01% of the 13F portfolio, value $10,948,987.

    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: 31,100 shares
    • UBS Group AG: 259,787 shares

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

  5. period ended2025-06-30
    13F 452,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,409,292.

    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).