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Disclosery

UBS Group AG: SOFX position timeline

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

UBS Group AG held 153,467 SOFX 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 153,467 shares
    Change vs previous 13F -25,630 shares

    <0.01% of the 13F portfolio, value $1,578,255.

    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 179,097 shares
    Change vs previous 13F -5,811 shares

    <0.01% of the 13F portfolio, value $1,672,766.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 184,908 shares
    Change vs previous 13F +16,312 shares

    <0.01% of the 13F portfolio, value $5,253,236.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 168,596 shares
    Change vs previous 13F +167,660 shares

    <0.01% of the 13F portfolio, value $6,539,839.

    13F-HR 0001193125-25-279802 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).

  5. period ended2025-06-30
    13F 936 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $19,076.

    13F-HR 0000950123-25-008111 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).