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UBS Group AG: SVM position timeline

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

UBS Group AG held 823,968 SVM 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 823,968 shares
    Change vs previous 13F -319,204 shares

    <0.01% of the 13F portfolio, value $8,322,077.

    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: 125,959 shares
    • UBS Group AG: 698,009 shares

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

  2. period ended2026-03-31
    13F 1,143,172 shares
    Change vs previous 13F -1,631,543 shares

    <0.01% of the 13F portfolio, value $12,277,667.

    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 2,774,715 shares
    Change vs previous 13F -29,801 shares

    <0.01% of the 13F portfolio, value $23,141,123.

    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 2,804,516 shares
    Change vs previous 13F -1,742,295 shares

    <0.01% of the 13F portfolio, value $17,724,541.

    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: 0 shares
    • UBS Group AG: 2,804,516 shares

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

  5. period ended2025-06-30
    13F 4,546,811 shares
    Change vs previous 13F +2,430,082 shares

    <0.01% of the 13F portfolio, value $19,187,543.

    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: 310,612 shares
    • UBS Group AG: 4,236,199 shares

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

  6. period ended2025-03-31
    13F 2,116,729 shares
    Change vs previous 13F +1,108,195 shares

    <0.01% of the 13F portfolio, value $8,191,742.

    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: 305,218 shares
    • UBS Group AG: 1,811,511 shares

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

  7. period ended2024-12-31
    13F 1,008,534 shares
    Change vs previous 13F +508,443 shares

    <0.01% of the 13F portfolio, value $3,025,602.

    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: 288,712 shares
    • UBS Group AG: 719,822 shares

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

  8. period ended2024-09-30
    13F 500,091 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,185,397.

    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: 288,712 shares
    • UBS Group AG: 211,379 shares

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