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Disclosery

UBS Group AG: TREE position timeline

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

UBS Group AG held 66,602 TREE 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 66,602 shares
    Change vs previous 13F +3,291 shares

    <0.01% of the 13F portfolio, value $2,949,803.

    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: 17,924 shares
    • UBS Group AG: 48,678 shares

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

  2. period ended2026-03-31
    13F 63,311 shares
    Change vs previous 13F -98,480 shares

    <0.01% of the 13F portfolio, value $2,714,775.

    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: 17,924 shares
    • UBS Group AG: 45,387 shares

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

  3. period ended2025-12-31
    13F 161,791 shares
    Change vs previous 13F +116,800 shares

    <0.01% of the 13F portfolio, value $8,589,484.

    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: 17,867 shares
    • UBS Group AG: 143,924 shares

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

  4. period ended2025-09-30
    13F 44,991 shares
    Change vs previous 13F -47,422 shares

    <0.01% of the 13F portfolio, value $2,912,267.

    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: 14,641 shares
    • UBS Group AG: 30,350 shares

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

  5. period ended2025-06-30
    13F 92,413 shares
    Change vs previous 13F +46,214 shares

    <0.01% of the 13F portfolio, value $3,425,751.

    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: 29,970 shares
    • UBS Group AG: 62,443 shares

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

  6. period ended2025-03-31
    13F 46,199 shares
    Change vs previous 13F -106,021 shares

    <0.01% of the 13F portfolio, value $2,322,424.

    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: 19,151 shares
    • UBS Group AG: 27,048 shares

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

  7. period ended2024-12-31
    13F 152,220 shares
    Change vs previous 13F +128,327 shares

    <0.01% of the 13F portfolio, value $5,898,526.

    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: 14,490 shares
    • UBS Group AG: 137,730 shares

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

  8. period ended2024-09-30
    13F 23,893 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,386,512.

    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: 8,887 shares
    • UBS Group AG: 15,006 shares

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