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UBS Group AG: SWIM position timeline

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

UBS Group AG held 272,207 SWIM 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 272,207 shares
    Change vs previous 13F +96,464 shares

    <0.01% of the 13F portfolio, value $1,761,180.

    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: 45,167 shares
    • UBS Group AG: 227,040 shares

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

  2. period ended2026-03-31
    13F 175,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $943,740.

    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: 29,638 shares
    • UBS Group AG: 146,105 shares

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