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Disclosery

UBS Group AG: SWX position timeline

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

UBS Group AG held 439,456 SWX 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 439,456 shares
    Change vs previous 13F -120,704 shares

    <0.01% of the 13F portfolio, value $38,970,959.

    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: 169,565 shares
    • UBS Group AG: 269,891 shares

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

  2. period ended2026-03-31
    13F 560,160 shares
    Share basis changed not comparable

    Membership change: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC joined the group. <0.01% of the 13F portfolio, value $48,677,905.

    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: 166,660 shares
    • UBS Group AG: 393,500 shares

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

  3. period ended2024-09-30
    13F 102,063 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,528,167.

    13F-HR 0000950123-24-011557 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).