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UBS Group AG: SPHD position timeline

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

UBS Group AG held 573,656 SPHD 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 573,656 shares
    Change vs previous 13F +15,816 shares

    <0.01% of the 13F portfolio, value $29,164,671.

    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: 291 shares
    • UBS Group AG: 573,365 shares

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

  2. period ended2026-03-31
    13F 557,840 shares
    Change vs previous 13F +43,644 shares

    <0.01% of the 13F portfolio, value $27,674,443.

    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: 291 shares
    • UBS Group AG: 557,549 shares

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

  3. period ended2025-12-31
    13F 514,196 shares
    Change vs previous 13F -892 shares

    <0.01% of the 13F portfolio, value $24,681,408.

    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 515,088 shares
    Change vs previous 13F +15,152 shares

    <0.01% of the 13F portfolio, value $25,471,102.

    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 499,936 shares
    Change vs previous 13F -116,229 shares

    <0.01% of the 13F portfolio, value $23,776,956.

    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 616,165 shares
    Change vs previous 13F +79,313 shares

    0.01% of the 13F portfolio, value $30,949,968.

    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 536,852 shares
    Change vs previous 13F -44,336 shares

    0.01% of the 13F portfolio, value $25,935,320.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 581,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $29,390,677.

    13F-HR 0000950123-24-011557 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).