UBS Group AG: STEP position timeline

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

UBS Group AG held 613,210 STEP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 613,210 shares
Change vs previous 13F -19,694 shares
<0.01% of the 13F portfolio, value $25,362,365.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 111,890 shares
- UBS Group AG: 501,320 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 632,904 shares
Change vs previous 13F +156,886 shares
<0.01% of the 13F portfolio, value $30,202,180.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 112,490 shares
- UBS Group AG: 520,414 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 476,018 shares
Change vs previous 13F -128,538 shares
<0.01% of the 13F portfolio, value $30,546,076.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 112,671 shares
- UBS Group AG: 363,347 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 604,556 shares
Change vs previous 13F +291,583 shares
<0.01% of the 13F portfolio, value $39,483,552.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 38 shares
- UBS Group AG: 604,518 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 312,973 shares
Change vs previous 13F +43,785 shares
<0.01% of the 13F portfolio, value $17,370,004.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 192,302 shares
- UBS Group AG: 120,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 269,188 shares
Change vs previous 13F +12,141 shares
<0.01% of the 13F portfolio, value $14,059,689.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 130,922 shares
- UBS Group AG: 138,266 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 257,047 shares
Change vs previous 13F +134,004 shares
<0.01% of the 13F portfolio, value $14,877,881.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 156,920 shares
- UBS Group AG: 100,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 123,043 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $6,992,534.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 93,347 shares
- UBS Group AG: 29,696 shares
Acceptance time not in the bulk data set (spec §4.2).