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Disclosery

UBS Group AG: SRE position timeline

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

UBS Group AG held 6,806,332 SRE 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 6,806,332 shares
    Change vs previous 13F -1,118,090 shares

    0.05% of the 13F portfolio, value $631,015,039.

    13F-HR 0000861177-26-000004 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: 4,993,157 shares
    • UBS Group AG: 1,813,175 shares

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

  2. period ended2026-03-31
    13F 7,924,422 shares
    Change vs previous 13F -28,660 shares

    0.07% of the 13F portfolio, value $770,016,086.

    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: 4,966,865 shares
    • UBS Group AG: 2,957,557 shares

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

  3. period ended2025-12-31
    13F 7,953,082 shares
    Change vs previous 13F -922,742 shares

    0.07% of the 13F portfolio, value $702,177,610.

    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: 5,083,104 shares
    • UBS Group AG: 2,869,978 shares

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

  4. period ended2025-09-30
    13F 8,875,824 shares
    Change vs previous 13F +626,099 shares

    0.08% of the 13F portfolio, value $798,646,642.

    13F-HR 0001193125-25-282311 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: 5,172,604 shares
    • UBS Group AG: 3,703,220 shares

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

  5. period ended2025-06-30
    13F 8,249,725 shares
    Change vs previous 13F +70,356 shares

    0.06% of the 13F portfolio, value $625,081,665.

    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: 6,109,910 shares
    • UBS Group AG: 2,139,815 shares

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

  6. period ended2025-03-31
    13F 8,179,369 shares
    Change vs previous 13F +837,517 shares

    0.07% of the 13F portfolio, value $583,679,774.

    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: 5,231,912 shares
    • UBS Group AG: 2,947,457 shares

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

  7. period ended2024-12-31
    13F 7,341,852 shares
    Change vs previous 13F +622,516 shares

    0.07% of the 13F portfolio, value $644,027,259.

    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: 4,601,372 shares
    • UBS Group AG: 2,740,480 shares

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

  8. period ended2024-09-30
    13F 6,719,336 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $561,938,070.

    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: 4,342,393 shares
    • UBS Group AG: 2,376,943 shares

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