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Disclosery

UBS Group AG: SPY position timeline

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

UBS Group AG held 12,387,125 SPY 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 12,387,125 shares
    Change vs previous 13F -46,665 shares

    0.78% of the 13F portfolio, value $9,250,333,335.

    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: 118,970 shares
    • UBS Group AG: 12,268,155 shares

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

  2. period ended2026-03-31
    13F 12,433,790 shares
    Change vs previous 13F +1,556,535 shares

    0.77% of the 13F portfolio, value $8,086,190,989.

    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: 131,706 shares
    • UBS Group AG: 12,302,084 shares

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

  3. period ended2025-12-31
    13F 10,877,255 shares
    Change vs previous 13F +1,887,677 shares

    0.76% of the 13F portfolio, value $7,417,417,730.

    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: 29,768 shares
    • UBS Group AG: 10,847,487 shares

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

  4. period ended2025-09-30
    13F 8,989,578 shares
    Change vs previous 13F -1,253,009 shares

    1.17% of the 13F portfolio, value $5,988,677,071.

    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 10,242,587 shares
    Change vs previous 13F -2,522,372 shares

    1.32% of the 13F portfolio, value $6,328,382,379.

    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 12,764,959 shares
    Change vs previous 13F +2,788,562 shares

    1.58% of the 13F portfolio, value $7,140,590,208.

    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 9,976,397 shares
    Change vs previous 13F +1,451,260 shares

    1.31% of the 13F portfolio, value $5,846,966,754.

    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 8,525,137 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $4,891,382,605.

    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).