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UBS Group AG: SMH position timeline

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

UBS Group AG held 1,299,677 SMH 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 1,299,677 shares
    Change vs previous 13F -48,340 shares

    0.07% of the 13F portfolio, value $852,445,148.

    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: 5,256 shares
    • UBS Group AG: 1,294,421 shares

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

  2. period ended2026-03-31
    13F 1,348,017 shares
    Change vs previous 13F -170,357 shares

    0.05% of the 13F portfolio, value $516,829,717.

    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: 5,316 shares
    • UBS Group AG: 1,342,701 shares

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

  3. period ended2025-12-31
    13F 1,518,374 shares
    Change vs previous 13F -105,359 shares

    0.06% of the 13F portfolio, value $546,812,028.

    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: 1,087 shares
    • UBS Group AG: 1,517,287 shares

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

  4. period ended2025-09-30
    13F 1,623,733 shares
    Change vs previous 13F -48,343 shares

    0.1% of the 13F portfolio, value $529,921,502.

    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 1,672,076 shares
    Change vs previous 13F -474,359 shares

    0.1% of the 13F portfolio, value $466,308,554.

    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 2,146,435 shares
    Change vs previous 13F +384,609 shares

    0.1% of the 13F portfolio, value $453,906,610.

    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 1,761,826 shares
    Change vs previous 13F +332,957 shares

    0.1% of the 13F portfolio, value $426,661,402.

    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 1,428,869 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $350,715,896.

    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).