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Disclosery

UBS Group AG: SR position timeline

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

UBS Group AG held 629,455 SR 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 629,455 shares
    Change vs previous 13F -46,188 shares

    <0.01% of the 13F portfolio, value $49,154,140.

    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: 166,172 shares
    • UBS Group AG: 463,283 shares

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

  2. period ended2026-03-31
    13F 675,643 shares
    Change vs previous 13F +124,912 shares

    0.01% of the 13F portfolio, value $61,172,715.

    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: 171,454 shares
    • UBS Group AG: 504,189 shares

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

  3. period ended2025-12-31
    13F 550,731 shares
    Change vs previous 13F -125,052 shares

    <0.01% of the 13F portfolio, value $45,545,454.

    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: 166,528 shares
    • UBS Group AG: 384,203 shares

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

  4. period ended2025-09-30
    13F 675,783 shares
    Change vs previous 13F +73,524 shares

    0.01% of the 13F portfolio, value $55,089,829.

    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: 178,126 shares
    • UBS Group AG: 497,657 shares

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

  5. period ended2025-06-30
    13F 602,259 shares
    Change vs previous 13F +127,236 shares

    <0.01% of the 13F portfolio, value $43,958,884.

    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: 277,095 shares
    • UBS Group AG: 325,164 shares

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

  6. period ended2025-03-31
    13F 475,023 shares
    Change vs previous 13F -35,581 shares

    <0.01% of the 13F portfolio, value $37,170,552.

    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: 212,438 shares
    • UBS Group AG: 262,585 shares

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

  7. period ended2024-12-31
    13F 510,604 shares
    Change vs previous 13F +197,134 shares

    <0.01% of the 13F portfolio, value $34,634,270.

    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: 193,065 shares
    • UBS Group AG: 317,539 shares

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

  8. period ended2024-09-30
    13F 313,470 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,093,397.

    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: 187,611 shares
    • UBS Group AG: 125,859 shares

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