UBS Group AG: SMPL position timeline

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

UBS Group AG held 1,145,631 SMPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,145,631 shares
Change vs previous 13F +120,632 shares
<0.01% of the 13F portfolio, value $15,213,981.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 235,066 shares
- UBS Group AG: 910,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,024,999 shares
Change vs previous 13F +722,883 shares
<0.01% of the 13F portfolio, value $14,708,735.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 214,103 shares
- UBS Group AG: 810,896 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 302,116 shares
Change vs previous 13F -366,599 shares
<0.01% of the 13F portfolio, value $6,066,489.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 184,904 shares
- UBS Group AG: 117,212 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 668,715 shares
Change vs previous 13F +19,199 shares
<0.01% of the 13F portfolio, value $16,597,505.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 192,398 shares
- UBS Group AG: 476,317 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 649,516 shares
Change vs previous 13F +275,552 shares
<0.01% of the 13F portfolio, value $20,518,210.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 317,694 shares
- UBS Group AG: 331,822 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 373,964 shares
Change vs previous 13F -167,451 shares
<0.01% of the 13F portfolio, value $12,898,019.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 224,229 shares
- UBS Group AG: 149,735 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 541,415 shares
Change vs previous 13F +292,838 shares
<0.01% of the 13F portfolio, value $21,104,356.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 202,533 shares
- UBS Group AG: 338,882 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 248,577 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $8,643,023.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 172,099 shares
- UBS Group AG: 76,478 shares
Acceptance time not in the bulk data set (spec §4.2).