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Disclosery

UBS Group AG: SMWB position timeline

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

UBS Group AG held 403,328 SMWB 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 403,328 shares
    Change vs previous 13F +204,785 shares

    <0.01% of the 13F portfolio, value $2,472,401.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 198,543 shares
    Change vs previous 13F -381,267 shares

    <0.01% of the 13F portfolio, value $518,197.

    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: 0 shares
    • UBS Group AG: 198,543 shares

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

  3. period ended2025-12-31
    13F 579,810 shares
    Change vs previous 13F +266,823 shares

    <0.01% of the 13F portfolio, value $4,342,777.

    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: 43,261 shares
    • UBS Group AG: 536,549 shares

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

  4. period ended2025-09-30
    13F 312,987 shares
    Change vs previous 13F +185,633 shares

    <0.01% of the 13F portfolio, value $2,910,780.

    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: 0 shares
    • UBS Group AG: 312,987 shares

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

  5. period ended2025-06-30
    13F 127,354 shares
    Change vs previous 13F +12,008 shares

    <0.01% of the 13F portfolio, value $998,456.

    13F-HR 0000950123-25-008300 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: 88,310 shares
    • UBS Group AG: 39,044 shares

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

  6. period ended2025-03-31
    13F 115,346 shares
    Change vs previous 13F -115,462 shares

    <0.01% of the 13F portfolio, value $953,912.

    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: 50,092 shares
    • UBS Group AG: 65,254 shares

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

  7. period ended2024-12-31
    13F 230,808 shares
    Change vs previous 13F +129,377 shares

    <0.01% of the 13F portfolio, value $3,270,549.

    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: 15,912 shares
    • UBS Group AG: 214,896 shares

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

  8. period ended2024-09-30
    13F 101,431 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $896,650.

    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: 15,912 shares
    • UBS Group AG: 85,519 shares

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