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Disclosery

UBS Group AG: SMG position timeline

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

UBS Group AG held 716,626 SMG 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 716,626 shares
    Change vs previous 13F +137,473 shares

    <0.01% of the 13F portfolio, value $48,809,397.

    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: 120,380 shares
    • UBS Group AG: 596,246 shares

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

  2. period ended2026-03-31
    13F 579,153 shares
    Change vs previous 13F +195,303 shares

    <0.01% of the 13F portfolio, value $35,218,294.

    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: 116,617 shares
    • UBS Group AG: 462,536 shares

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

  3. period ended2025-12-31
    13F 383,850 shares
    Change vs previous 13F -90,491 shares

    <0.01% of the 13F portfolio, value $22,397,648.

    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: 113,968 shares
    • UBS Group AG: 269,882 shares

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

  4. period ended2025-09-30
    13F 474,341 shares
    Change vs previous 13F +188 shares

    <0.01% of the 13F portfolio, value $27,013,720.

    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: 112,989 shares
    • UBS Group AG: 361,352 shares

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

  5. period ended2025-06-30
    13F 474,153 shares
    Change vs previous 13F -135,614 shares

    <0.01% of the 13F portfolio, value $31,275,133.

    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: 179,240 shares
    • UBS Group AG: 294,913 shares

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

  6. period ended2025-03-31
    13F 609,767 shares
    Change vs previous 13F -85,562 shares

    <0.01% of the 13F portfolio, value $33,470,109.

    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: 149,882 shares
    • UBS Group AG: 459,885 shares

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

  7. period ended2024-12-31
    13F 695,329 shares
    Change vs previous 13F +486,838 shares

    0.01% of the 13F portfolio, value $46,128,125.

    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: 126,436 shares
    • UBS Group AG: 568,893 shares

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

  8. period ended2024-09-30
    13F 208,491 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,076,172.

    13F-HR 0000950123-24-011557 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: 102,331 shares
    • UBS Group AG: 106,160 shares

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