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Disclosery

UBS Group AG: SMB position timeline

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

UBS Group AG held 357,364 SMB 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 357,364 shares
    Change vs previous 13F +17,948 shares

    <0.01% of the 13F portfolio, value $6,200,265.

    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: 5,000 shares
    • UBS Group AG: 352,364 shares

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

  2. period ended2026-03-31
    13F 339,416 shares
    Change vs previous 13F +38,673 shares

    <0.01% of the 13F portfolio, value $5,871,898.

    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: 7,405 shares
    • UBS Group AG: 332,011 shares

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

  3. period ended2025-12-31
    13F 300,743 shares
    Change vs previous 13F -12,093 shares

    <0.01% of the 13F portfolio, value $5,235,935.

    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: 8,584 shares
    • UBS Group AG: 292,159 shares

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

  4. period ended2025-09-30
    13F 312,836 shares
    Change vs previous 13F +4,636 shares

    <0.01% of the 13F portfolio, value $5,449,603.

    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 308,200 shares
    Change vs previous 13F -22,124 shares

    <0.01% of the 13F portfolio, value $5,319,532.

    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 330,324 shares
    Change vs previous 13F +10,119 shares

    <0.01% of the 13F portfolio, value $5,660,102.

    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 320,205 shares
    Change vs previous 13F -4,918 shares

    <0.01% of the 13F portfolio, value $5,472,304.

    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 325,123 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,621,376.

    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).