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Disclosery

UBS Group AG: SPHR position timeline

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

UBS Group AG held 428,733 SPHR 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 428,733 shares
    Change vs previous 13F -201,826 shares

    0.01% of the 13F portfolio, value $74,183,671.

    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: 56,503 shares
    • UBS Group AG: 372,230 shares

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

  2. period ended2026-03-31
    13F 630,559 shares
    Change vs previous 13F +163,706 shares

    0.01% of the 13F portfolio, value $74,027,626.

    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: 111,588 shares
    • UBS Group AG: 518,971 shares

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

  3. period ended2025-12-31
    13F 466,853 shares
    Change vs previous 13F +185,493 shares

    <0.01% of the 13F portfolio, value $44,388,384.

    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: 114,891 shares
    • UBS Group AG: 351,962 shares

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

  4. period ended2025-09-30
    13F 281,360 shares
    Change vs previous 13F -38,472 shares

    <0.01% of the 13F portfolio, value $17,478,085.

    13F-HR 0001193125-25-279802 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: 51,217 shares
    • UBS Group AG: 230,143 shares

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

  5. period ended2025-06-30
    13F 319,832 shares
    Change vs previous 13F -320,255 shares

    <0.01% of the 13F portfolio, value $13,368,977.

    13F-HR 0000950123-25-008111 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: 98,280 shares
    • UBS Group AG: 221,552 shares

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

  6. period ended2025-03-31
    13F 640,087 shares
    Change vs previous 13F +312,121 shares

    <0.01% of the 13F portfolio, value $20,943,647.

    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: 46,526 shares
    • UBS Group AG: 593,561 shares

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

  7. period ended2024-12-31
    13F 327,966 shares
    Change vs previous 13F +83,724 shares

    <0.01% of the 13F portfolio, value $13,223,589.

    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: 46,330 shares
    • UBS Group AG: 281,636 shares

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

  8. period ended2024-09-30
    13F 244,242 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,790,611.

    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: 40,481 shares
    • UBS Group AG: 203,761 shares

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