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UBS Group AG: SOBO position timeline

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

UBS Group AG held 264,000 SOBO 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 264,000 shares
    Change vs previous 13F +93,750 shares

    <0.01% of the 13F portfolio, value $9,303,360.

    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: 532 shares
    • UBS Group AG: 263,468 shares

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

  2. period ended2026-03-31
    13F 170,250 shares
    Change vs previous 13F +44,751 shares

    <0.01% of the 13F portfolio, value $5,672,730.

    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: 532 shares
    • UBS Group AG: 169,718 shares

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

  3. period ended2025-12-31
    13F 125,499 shares
    Change vs previous 13F +7,519 shares

    <0.01% of the 13F portfolio, value $3,447,457.

    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: 135 shares
    • UBS Group AG: 125,364 shares

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

  4. period ended2025-09-30
    13F 117,980 shares
    Change vs previous 13F -276,364 shares

    <0.01% of the 13F portfolio, value $3,337,654.

    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: 117,980 shares

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

  5. period ended2025-06-30
    13F 394,344 shares
    Change vs previous 13F -82,152 shares

    <0.01% of the 13F portfolio, value $10,217,453.

    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: 198,486 shares
    • UBS Group AG: 195,858 shares

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

  6. period ended2025-03-31
    13F 476,496 shares
    Change vs previous 13F +173,621 shares

    <0.01% of the 13F portfolio, value $12,160,178.

    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: 199,035 shares
    • UBS Group AG: 277,461 shares

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

  7. period ended2024-12-31
    13F 302,875 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,138,763.

    13F-HR 0000950123-25-002466 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: 169,493 shares
    • UBS Group AG: 133,382 shares

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