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Disclosery

UBS Group AG: SOC position timeline

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

UBS Group AG held 1,683,911 SOC 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 1,683,911 shares
    Change vs previous 13F +186,827 shares

    <0.01% of the 13F portfolio, value $5,186,445.

    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: 103,440 shares
    • UBS Group AG: 1,580,471 shares

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

  2. period ended2026-03-31
    13F 1,497,084 shares
    Change vs previous 13F -1,353,475 shares

    <0.01% of the 13F portfolio, value $24,731,827.

    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: 125,362 shares
    • UBS Group AG: 1,371,722 shares

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

  3. period ended2025-12-31
    13F 2,850,559 shares
    Change vs previous 13F +1,794,350 shares

    <0.01% of the 13F portfolio, value $25,712,042.

    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: 160,542 shares
    • UBS Group AG: 2,690,017 shares

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

  4. period ended2025-09-30
    13F 1,056,209 shares
    Change vs previous 13F +661,362 shares

    <0.01% of the 13F portfolio, value $18,441,409.

    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: 71,134 shares
    • UBS Group AG: 985,075 shares

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

  5. period ended2025-06-30
    13F 394,847 shares
    Change vs previous 13F +128,598 shares

    <0.01% of the 13F portfolio, value $8,678,737.

    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: 113,010 shares
    • UBS Group AG: 281,837 shares

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

  6. period ended2025-03-31
    13F 266,249 shares
    Change vs previous 13F -63,997 shares

    <0.01% of the 13F portfolio, value $6,754,736.

    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: 49,490 shares
    • UBS Group AG: 216,759 shares

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

  7. period ended2024-12-31
    13F 330,246 shares
    Change vs previous 13F +243,028 shares

    <0.01% of the 13F portfolio, value $7,562,633.

    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: 37,010 shares
    • UBS Group AG: 293,236 shares

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

  8. period ended2024-09-30
    13F 87,218 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,060,961.

    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: 39,248 shares
    • UBS Group AG: 47,970 shares

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