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Disclosery

UBS Group AG: SMR position timeline

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

UBS Group AG held 4,985,468 SMR 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 4,985,468 shares
    Change vs previous 13F +1,017,159 shares

    <0.01% of the 13F portfolio, value $50,004,245.

    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: 1,520,892 shares
    • UBS Group AG: 3,464,576 shares

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

  2. period ended2026-03-31
    13F 3,968,309 shares
    Change vs previous 13F -258,841 shares

    <0.01% of the 13F portfolio, value $43,016,470.

    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: 1,362,567 shares
    • UBS Group AG: 2,605,742 shares

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

  3. period ended2025-12-31
    13F 4,227,150 shares
    Change vs previous 13F +612,340 shares

    0.01% of the 13F portfolio, value $59,898,716.

    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: 1,333,314 shares
    • UBS Group AG: 2,893,836 shares

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

  4. period ended2025-09-30
    13F 3,614,810 shares
    Change vs previous 13F -2,734,911 shares

    0.01% of the 13F portfolio, value $130,133,160.

    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: 1,626,879 shares
    • UBS Group AG: 1,987,931 shares

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

  5. period ended2025-06-30
    13F 6,349,721 shares
    Change vs previous 13F +1,336,520 shares

    0.03% of the 13F portfolio, value $251,194,962.

    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: 1,977,066 shares
    • UBS Group AG: 4,372,655 shares

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

  6. period ended2025-03-31
    13F 5,013,201 shares
    Change vs previous 13F +2,790,726 shares

    0.01% of the 13F portfolio, value $70,986,926.

    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: 1,845,116 shares
    • UBS Group AG: 3,168,085 shares

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

  7. period ended2024-12-31
    13F 2,222,475 shares
    Change vs previous 13F +1,695,606 shares

    <0.01% of the 13F portfolio, value $39,848,977.

    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: 139,705 shares
    • UBS Group AG: 2,082,770 shares

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

  8. period ended2024-09-30
    13F 526,869 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,101,143.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 351,777 shares
    • UBS Group AG: 175,092 shares

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