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UBS Group AG: TER position timeline

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

UBS Group AG held 3,621,623 TER 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 3,621,623 shares
    Change vs previous 13F +546,181 shares

    0.15% of the 13F portfolio, value $1,752,286,072.

    13F-HR 0000861177-26-000004 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: 1,978,124 shares
    • UBS Group AG: 1,643,499 shares

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

  2. period ended2026-03-31
    13F 3,075,442 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $911,745,536.

    13F-HR 0000861177-26-000003 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: 1,965,465 shares
    • UBS Group AG: 1,109,977 shares

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