Skip to content
Disclosery

UBS Group AG: SWBI position timeline

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

UBS Group AG held 160,495 SWBI 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 160,495 shares
    Change vs previous 13F -46,575 shares

    <0.01% of the 13F portfolio, value $2,413,844.

    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: 202 shares
    • UBS Group AG: 160,293 shares

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

  2. period ended2026-03-31
    13F 207,070 shares
    Change vs previous 13F +48,110 shares

    <0.01% of the 13F portfolio, value $2,967,314.

    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: 202 shares
    • UBS Group AG: 206,868 shares

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

  3. period ended2025-12-31
    13F 158,960 shares
    Change vs previous 13F -8,570 shares

    <0.01% of the 13F portfolio, value $1,568,936.

    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: 50 shares
    • UBS Group AG: 158,910 shares

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

  4. period ended2025-09-30
    13F 167,530 shares
    Change vs previous 13F -347,767 shares

    <0.01% of the 13F portfolio, value $1,646,820.

    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: 167,530 shares

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

  5. period ended2025-06-30
    13F 515,297 shares
    Change vs previous 13F +192,585 shares

    <0.01% of the 13F portfolio, value $4,472,777.

    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: 173,319 shares
    • UBS Group AG: 341,978 shares

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

  6. period ended2025-03-31
    13F 322,712 shares
    Change vs previous 13F +52,899 shares

    <0.01% of the 13F portfolio, value $3,007,676.

    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: 137,287 shares
    • UBS Group AG: 185,425 shares

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

  7. period ended2024-12-31
    13F 269,813 shares
    Change vs previous 13F +131,852 shares

    <0.01% of the 13F portfolio, value $2,726,461.

    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: 102,441 shares
    • UBS Group AG: 167,372 shares

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

  8. period ended2024-09-30
    13F 137,961 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,790,734.

    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: 76,355 shares
    • UBS Group AG: 61,606 shares

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