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Disclosery

UBS Group AG: SMFG position timeline

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

UBS Group AG held 868,097 SMFG 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 868,097 shares
    Change vs previous 13F +98,275 shares

    <0.01% of the 13F portfolio, value $20,469,727.

    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: 134,555 shares
    • UBS Group AG: 733,542 shares

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

  2. period ended2026-03-31
    13F 769,822 shares
    Change vs previous 13F +17,277 shares

    <0.01% of the 13F portfolio, value $15,203,984.

    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: 134,555 shares
    • UBS Group AG: 635,267 shares

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

  3. period ended2025-12-31
    13F 752,545 shares
    Change vs previous 13F +380,684 shares

    <0.01% of the 13F portfolio, value $14,546,695.

    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: 21,290 shares
    • UBS Group AG: 731,255 shares

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

  4. period ended2025-09-30
    13F 371,861 shares
    Change vs previous 13F -91,641 shares

    <0.01% of the 13F portfolio, value $6,224,953.

    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 463,502 shares
    Change vs previous 13F -433,419 shares

    <0.01% of the 13F portfolio, value $7,003,515.

    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 896,921 shares
    Change vs previous 13F +230,787 shares

    <0.01% of the 13F portfolio, value $13,866,400.

    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 666,134 shares
    Change vs previous 13F +135,348 shares

    <0.01% of the 13F portfolio, value $9,652,282.

    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 530,786 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,703,827.

    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).