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UBS Group AG: SMCI position timeline

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

UBS Group AG held 23,848,828 SMCI 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 23,848,828 shares
    Change vs previous 13F +8,013,712 shares

    0.06% of the 13F portfolio, value $699,486,127.

    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: 4,158,896 shares
    • UBS Group AG: 19,689,932 shares

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

  2. period ended2026-03-31
    13F 15,835,116 shares
    Change vs previous 13F +4,949,586 shares

    0.03% of the 13F portfolio, value $360,565,592.

    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: 3,761,639 shares
    • UBS Group AG: 12,073,477 shares

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

  3. period ended2025-12-31
    13F 10,885,530 shares
    Change vs previous 13F +2,435,096 shares

    0.03% of the 13F portfolio, value $318,619,464.

    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: 3,474,901 shares
    • UBS Group AG: 7,410,629 shares

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

  4. period ended2025-09-30
    13F 8,450,434 shares
    Change vs previous 13F +669,985 shares

    0.04% of the 13F portfolio, value $405,113,806.

    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: 3,338,667 shares
    • UBS Group AG: 5,111,767 shares

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

  5. period ended2025-06-30
    13F 7,780,449 shares
    Change vs previous 13F -1,559,199 shares

    0.04% of the 13F portfolio, value $381,319,803.

    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: 3,639,198 shares
    • UBS Group AG: 4,141,251 shares

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

  6. period ended2025-03-31
    13F 9,339,648 shares
    Change vs previous 13F +652,032 shares

    0.04% of the 13F portfolio, value $319,789,545.

    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: 2,892,772 shares
    • UBS Group AG: 6,446,876 shares

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

  7. period ended2024-12-31
    13F 8,687,616 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $264,798,536.

    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: 2,815,996 shares
    • UBS Group AG: 5,871,620 shares

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