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Disclosery

UBS Group AG: SOXX position timeline

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

UBS Group AG held 958,259 SOXX 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 958,259 shares
    Change vs previous 13F -211,561 shares

    0.05% of the 13F portfolio, value $614,014,038.

    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: 7,572 shares
    • UBS Group AG: 950,687 shares

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

  2. period ended2026-03-31
    13F 1,169,820 shares
    Change vs previous 13F -269,663 shares

    0.04% of the 13F portfolio, value $384,473,041.

    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: 7,638 shares
    • UBS Group AG: 1,162,182 shares

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

  3. period ended2025-12-31
    13F 1,439,483 shares
    Change vs previous 13F +169,239 shares

    0.09% of the 13F portfolio, value $433,500,306.

    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 1,270,244 shares
    Change vs previous 13F -988,537 shares

    0.07% of the 13F portfolio, value $344,388,554.

    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 2,258,781 shares
    Change vs previous 13F +1,262,672 shares

    0.11% of the 13F portfolio, value $539,171,024.

    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).

  6. period ended2025-03-31
    13F 996,109 shares
    Change vs previous 13F -384,587 shares

    0.04% of the 13F portfolio, value $187,437,831.

    13F-HR 0000950123-25-004922 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).

  7. period ended2024-12-31
    13F 1,380,696 shares
    Change vs previous 13F +581,064 shares

    0.07% of the 13F portfolio, value $297,526,181.

    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: 0 shares
    • UBS Group AG: 1,380,696 shares

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

  8. period ended2024-09-30
    13F 799,632 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $184,387,143.

    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: 13,500 shares
    • UBS Group AG: 786,132 shares

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