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UBS Group AG: SXI position timeline

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

UBS Group AG held 95,869 SXI 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 95,869 shares
    Change vs previous 13F -22,281 shares

    <0.01% of the 13F portfolio, value $34,289,466.

    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: 20,328 shares
    • UBS Group AG: 75,541 shares

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

  2. period ended2026-03-31
    13F 118,150 shares
    Change vs previous 13F +2,945 shares

    <0.01% of the 13F portfolio, value $30,111,711.

    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: 29,924 shares
    • UBS Group AG: 88,226 shares

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

  3. period ended2025-12-31
    13F 115,205 shares
    Change vs previous 13F +36,620 shares

    <0.01% of the 13F portfolio, value $25,031,744.

    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: 23,762 shares
    • UBS Group AG: 91,443 shares

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

  4. period ended2025-09-30
    13F 78,585 shares
    Change vs previous 13F -13,290 shares

    <0.01% of the 13F portfolio, value $16,652,162.

    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: 23,776 shares
    • UBS Group AG: 54,809 shares

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

  5. period ended2025-06-30
    13F 91,875 shares
    Change vs previous 13F -15,261 shares

    <0.01% of the 13F portfolio, value $14,376,599.

    13F-HR 0000950123-25-008300 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: 46,402 shares
    • UBS Group AG: 45,473 shares

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

  6. period ended2025-03-31
    13F 107,136 shares
    Change vs previous 13F +30,047 shares

    <0.01% of the 13F portfolio, value $17,290,680.

    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: 40,112 shares
    • UBS Group AG: 67,024 shares

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

  7. period ended2024-12-31
    13F 77,089 shares
    Change vs previous 13F +38,898 shares

    <0.01% of the 13F portfolio, value $14,414,873.

    13F-HR 0000950123-25-002466 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: 38,603 shares
    • UBS Group AG: 38,486 shares

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

  8. period ended2024-09-30
    13F 38,191 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,980,551.

    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: 33,064 shares
    • UBS Group AG: 5,127 shares

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