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Disclosery

UBS Group AG: TRU position timeline

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

UBS Group AG held 2,128,370 TRU 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 2,128,370 shares
    Change vs previous 13F +44,832 shares

    0.01% of the 13F portfolio, value $153,540,611.

    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: 1,135,871 shares
    • UBS Group AG: 992,499 shares

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

  2. period ended2026-03-31
    13F 2,083,538 shares
    Change vs previous 13F +255,098 shares

    0.01% of the 13F portfolio, value $144,159,993.

    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: 1,137,395 shares
    • UBS Group AG: 946,143 shares

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

  3. period ended2025-12-31
    13F 1,828,440 shares
    Change vs previous 13F -714,641 shares

    0.02% of the 13F portfolio, value $156,788,733.

    13F-HR 0000861177-26-000001 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: 1,169,901 shares
    • UBS Group AG: 658,539 shares

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

  4. period ended2025-09-30
    13F 2,543,081 shares
    Change vs previous 13F +192,114 shares

    0.02% of the 13F portfolio, value $213,059,327.

    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: 1,232,460 shares
    • UBS Group AG: 1,310,621 shares

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

  5. period ended2025-06-30
    13F 2,350,967 shares
    Change vs previous 13F -210,207 shares

    0.02% of the 13F portfolio, value $206,885,096.

    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: 1,668,391 shares
    • UBS Group AG: 682,576 shares

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

  6. period ended2025-03-31
    13F 2,561,174 shares
    Change vs previous 13F +903,765 shares

    0.03% of the 13F portfolio, value $212,551,831.

    13F-HR 0000950123-25-005812 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: 1,351,491 shares
    • UBS Group AG: 1,209,683 shares

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

  7. period ended2024-12-31
    13F 1,657,409 shares
    Change vs previous 13F +298,304 shares

    0.02% of the 13F portfolio, value $153,658,389.

    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: 1,281,932 shares
    • UBS Group AG: 375,477 shares

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

  8. period ended2024-09-30
    13F 1,359,105 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $142,298,294.

    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: 1,180,036 shares
    • UBS Group AG: 179,069 shares

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