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Disclosery

UBS Group AG: SPTM position timeline

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

UBS Group AG held 153,896 SPTM 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 153,896 shares
    Change vs previous 13F +6,452 shares

    <0.01% of the 13F portfolio, value $13,972,218.

    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: 2,207 shares
    • UBS Group AG: 151,689 shares

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

  2. period ended2026-03-31
    13F 147,444 shares
    Change vs previous 13F -1,530 shares

    <0.01% of the 13F portfolio, value $11,656,923.

    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: 2,207 shares
    • UBS Group AG: 145,237 shares

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

  3. period ended2025-12-31
    13F 148,974 shares
    Change vs previous 13F +17,698 shares

    <0.01% of the 13F portfolio, value $12,290,356.

    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: 497 shares
    • UBS Group AG: 148,477 shares

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

  4. period ended2025-09-30
    13F 131,276 shares
    Change vs previous 13F +5,083 shares

    <0.01% of the 13F portfolio, value $10,587,410.

    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 126,193 shares
    Change vs previous 13F +23,240 shares

    <0.01% of the 13F portfolio, value $9,450,593.

    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 102,953 shares
    Change vs previous 13F +17,291 shares

    <0.01% of the 13F portfolio, value $7,001,834.

    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 85,662 shares
    Change vs previous 13F -1,256 shares

    <0.01% of the 13F portfolio, value $6,118,836.

    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 86,918 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,089,475.

    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).