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Disclosery

UBS Group AG: SPOT position timeline

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

UBS Group AG held 831,075 SPOT 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 831,075 shares
    Change vs previous 13F -970,931 shares

    0.03% of the 13F portfolio, value $381,571,464.

    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: 6,903 shares
    • UBS Group AG: 824,172 shares

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

  2. period ended2026-03-31
    13F 1,802,006 shares
    Change vs previous 13F -132,731 shares

    0.08% of the 13F portfolio, value $873,810,730.

    13F-HR 0000861177-26-000003 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: 1,149,230 shares
    • UBS Group AG: 652,776 shares

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

  3. period ended2025-12-31
    13F 1,934,737 shares
    Change vs previous 13F +1,423,863 shares

    0.11% of the 13F portfolio, value $1,123,521,125.

    13F-HR 0000861177-26-000001 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: 1,247,182 shares
    • UBS Group AG: 687,555 shares

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

  4. period ended2025-09-30
    13F 510,874 shares
    Change vs previous 13F -1,808,050 shares

    0.04% of the 13F portfolio, value $356,590,052.

    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: 84,137 shares
    • UBS Group AG: 426,737 shares

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

  5. period ended2025-06-30
    13F 2,318,924 shares
    Change vs previous 13F +569,646 shares

    0.18% of the 13F portfolio, value $1,779,403,143.

    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: 1,579,467 shares
    • UBS Group AG: 739,457 shares

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

  6. period ended2025-03-31
    13F 1,749,278 shares
    Change vs previous 13F +329,366 shares

    0.11% of the 13F portfolio, value $962,155,379.

    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: 1,178,907 shares
    • UBS Group AG: 570,371 shares

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

  7. period ended2024-12-31
    13F 1,419,912 shares
    Change vs previous 13F +1,074,359 shares

    0.07% of the 13F portfolio, value $635,240,231.

    13F-HR 0000950123-25-002466 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: 842,745 shares
    • UBS Group AG: 577,167 shares

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

  8. period ended2024-09-30
    13F 345,553 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $127,346,647.

    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: 204,698 shares
    • UBS Group AG: 140,855 shares

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