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Disclosery

UBS Group AG: SRI position timeline

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

UBS Group AG held 37,324 SRI 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 37,324 shares
    Change vs previous 13F -220,071 shares

    <0.01% of the 13F portfolio, value $273,211.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 257,395 shares
    Change vs previous 13F +78,809 shares

    <0.01% of the 13F portfolio, value $1,243,218.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 178,586 shares
    Change vs previous 13F +49,326 shares

    <0.01% of the 13F portfolio, value $1,034,013.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 129,260 shares
    Change vs previous 13F +73,818 shares

    <0.01% of the 13F portfolio, value $984,962.

    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 55,442 shares
    Change vs previous 13F +23,314 shares

    <0.01% of the 13F portfolio, value $390,312.

    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 32,128 shares
    Change vs previous 13F -20,191 shares

    <0.01% of the 13F portfolio, value $147,468.

    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 52,319 shares
    Change vs previous 13F -27,079 shares

    <0.01% of the 13F portfolio, value $328,040.

    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: 0 shares
    • UBS Group AG: 52,319 shares

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

  8. period ended2024-09-30
    13F 79,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $888,464.

    13F-HR 0000950123-24-011557 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: 33,736 shares
    • UBS Group AG: 45,662 shares

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