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Disclosery

UBS Group AG: SPFI position timeline

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

UBS Group AG held 43,668 SPFI 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 43,668 shares
    Change vs previous 13F +5,543 shares

    <0.01% of the 13F portfolio, value $1,881,436.

    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: 17,257 shares
    • UBS Group AG: 26,411 shares

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

  2. period ended2026-03-31
    13F 38,125 shares
    Change vs previous 13F -337 shares

    <0.01% of the 13F portfolio, value $1,597,438.

    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: 17,800 shares
    • UBS Group AG: 20,325 shares

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

  3. period ended2025-12-31
    13F 38,462 shares
    Change vs previous 13F +9,603 shares

    <0.01% of the 13F portfolio, value $1,492,325.

    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: 17,734 shares
    • UBS Group AG: 20,728 shares

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

  4. period ended2025-09-30
    13F 28,859 shares
    Change vs previous 13F -12,088 shares

    <0.01% of the 13F portfolio, value $1,115,400.

    13F-HR 0001193125-25-282311 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: 17,508 shares
    • UBS Group AG: 11,351 shares

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

  5. period ended2025-06-30
    13F 40,947 shares
    Change vs previous 13F +12,410 shares

    <0.01% of the 13F portfolio, value $1,475,729.

    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: 32,082 shares
    • UBS Group AG: 8,865 shares

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

  6. period ended2025-03-31
    13F 28,537 shares
    Change vs previous 13F -18,387 shares

    <0.01% of the 13F portfolio, value $945,145.

    13F-HR 0000950123-25-005812 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: 19,976 shares
    • UBS Group AG: 8,561 shares

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

  7. period ended2024-12-31
    13F 46,924 shares
    Change vs previous 13F +20,827 shares

    <0.01% of the 13F portfolio, value $1,630,609.

    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: 19,976 shares
    • UBS Group AG: 26,948 shares

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

  8. period ended2024-09-30
    13F 26,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $885,210.

    13F-HR 0000950123-24-011473 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: 17,849 shares
    • UBS Group AG: 8,248 shares

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