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Disclosery

UBS Group AG: TR position timeline

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

UBS Group AG held 238,883 TR 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 238,883 shares
    Change vs previous 13F -9,564 shares

    <0.01% of the 13F portfolio, value $9,447,823.

    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: 42,523 shares
    • UBS Group AG: 196,360 shares

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

  2. period ended2026-03-31
    13F 248,447 shares
    Change vs previous 13F +16,487 shares

    <0.01% of the 13F portfolio, value $10,613,656.

    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: 43,204 shares
    • UBS Group AG: 205,243 shares

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

  3. period ended2025-12-31
    13F 231,960 shares
    Change vs previous 13F -16,729 shares

    <0.01% of the 13F portfolio, value $8,496,696.

    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: 37,736 shares
    • UBS Group AG: 194,224 shares

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

  4. period ended2025-09-30
    13F 248,689 shares
    Change vs previous 13F +3,069 shares

    <0.01% of the 13F portfolio, value $10,425,043.

    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: 36,761 shares
    • UBS Group AG: 211,928 shares

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

  5. period ended2025-06-30
    13F 245,620 shares
    Change vs previous 13F +87,038 shares

    <0.01% of the 13F portfolio, value $8,215,988.

    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: 55,228 shares
    • UBS Group AG: 190,392 shares

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

  6. period ended2025-03-31
    13F 158,582 shares
    Change vs previous 13F +23,552 shares

    <0.01% of the 13F portfolio, value $4,992,161.

    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: 37,807 shares
    • UBS Group AG: 120,775 shares

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

  7. period ended2024-12-31
    13F 135,030 shares
    Change vs previous 13F -30,349 shares

    <0.01% of the 13F portfolio, value $4,365,520.

    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: 24,145 shares
    • UBS Group AG: 110,885 shares

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

  8. period ended2024-09-30
    13F 165,379 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,121,788.

    13F-HR 0000950123-24-011557 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: 26,433 shares
    • UBS Group AG: 138,946 shares

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