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Disclosery

UBS Group AG: SPHQ position timeline

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

UBS Group AG held 1,681,004 SPHQ 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 1,681,004 shares
    Change vs previous 13F +76,358 shares

    0.01% of the 13F portfolio, value $151,458,461.

    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: 4,921 shares
    • UBS Group AG: 1,676,083 shares

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

  2. period ended2026-03-31
    13F 1,604,646 shares
    Change vs previous 13F -87,138 shares

    0.01% of the 13F portfolio, value $120,653,333.

    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: 5,931 shares
    • UBS Group AG: 1,598,715 shares

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

  3. period ended2025-12-31
    13F 1,691,784 shares
    Change vs previous 13F +18,891 shares

    0.01% of the 13F portfolio, value $126,968,390.

    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: 1,778 shares
    • UBS Group AG: 1,690,006 shares

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

  4. period ended2025-09-30
    13F 1,672,893 shares
    Change vs previous 13F -5,354 shares

    0.02% of the 13F portfolio, value $122,606,328.

    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 1,678,247 shares
    Change vs previous 13F +143,470 shares

    0.03% of the 13F portfolio, value $119,591,881.

    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 1,534,777 shares
    Change vs previous 13F -117,373 shares

    0.02% of the 13F portfolio, value $101,817,107.

    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: 0 shares
    • UBS Group AG: 1,534,777 shares

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

  7. period ended2024-12-31
    13F 1,652,150 shares
    Change vs previous 13F +65,750 shares

    0.01% of the 13F portfolio, value $110,743,614.

    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: 2,079 shares
    • UBS Group AG: 1,650,071 shares

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

  8. period ended2024-09-30
    13F 1,586,400 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $106,717,128.

    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).