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Disclosery

UBS Group AG: SMBC position timeline

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

UBS Group AG held 48,099 SMBC 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 48,099 shares
    Change vs previous 13F +12,112 shares

    <0.01% of the 13F portfolio, value $3,665,625.

    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: 7,789 shares
    • UBS Group AG: 40,310 shares

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

  2. period ended2026-03-31
    13F 35,987 shares
    Change vs previous 13F -30,061 shares

    <0.01% of the 13F portfolio, value $2,301,009.

    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: 8,134 shares
    • UBS Group AG: 27,853 shares

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

  3. period ended2025-12-31
    13F 66,048 shares
    Change vs previous 13F -14,564 shares

    <0.01% of the 13F portfolio, value $3,904,758.

    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: 7,876 shares
    • UBS Group AG: 58,172 shares

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

  4. period ended2025-09-30
    13F 80,612 shares
    Change vs previous 13F -7,275 shares

    <0.01% of the 13F portfolio, value $4,236,966.

    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: 10,297 shares
    • UBS Group AG: 70,315 shares

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

  5. period ended2025-06-30
    13F 87,887 shares
    Change vs previous 13F +74,282 shares

    <0.01% of the 13F portfolio, value $4,814,449.

    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: 23,098 shares
    • UBS Group AG: 64,789 shares

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

  6. period ended2025-03-31
    13F 13,605 shares
    Change vs previous 13F -744 shares

    <0.01% of the 13F portfolio, value $707,732.

    13F-HR 0000950123-25-005812 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: 7,522 shares
    • UBS Group AG: 6,083 shares

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

  7. period ended2024-12-31
    13F 14,349 shares
    Change vs previous 13F +1,471 shares

    <0.01% of the 13F portfolio, value $823,202.

    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: 6,505 shares
    • UBS Group AG: 7,844 shares

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

  8. period ended2024-09-30
    13F 12,878 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $727,477.

    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: 6,505 shares
    • UBS Group AG: 6,373 shares

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