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Disclosery

UBS Group AG: U position timeline

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

UBS Group AG held 9,056,012 U 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 9,056,012 shares
    Change vs previous 13F +5,496,887 shares

    0.02% of the 13F portfolio, value $258,820,822.

    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: 814,076 shares
    • UBS Group AG: 8,241,936 shares

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

  2. period ended2026-03-31
    13F 3,559,125 shares
    Change vs previous 13F +1,379,968 shares

    0.01% of the 13F portfolio, value $78,087,203.

    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: 857,217 shares
    • UBS Group AG: 2,701,908 shares

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

  3. period ended2025-12-31
    13F 2,179,157 shares
    Change vs previous 13F -2,835,467 shares

    0.01% of the 13F portfolio, value $96,253,367.

    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: 734,371 shares
    • UBS Group AG: 1,444,786 shares

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

  4. period ended2025-09-30
    13F 5,014,624 shares
    Change vs previous 13F -2,315,067 shares

    0.02% of the 13F portfolio, value $200,785,545.

    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: 727,632 shares
    • UBS Group AG: 4,286,992 shares

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

  5. period ended2025-06-30
    13F 7,329,691 shares
    Change vs previous 13F +187,524 shares

    0.02% of the 13F portfolio, value $177,378,523.

    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: 1,131,542 shares
    • UBS Group AG: 6,198,149 shares

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

  6. period ended2025-03-31
    13F 7,142,167 shares
    Change vs previous 13F +4,422,284 shares

    0.02% of the 13F portfolio, value $139,915,052.

    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: 813,176 shares
    • UBS Group AG: 6,328,991 shares

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

  7. period ended2024-12-31
    13F 2,719,883 shares
    Change vs previous 13F -7,000,241 shares

    0.01% of the 13F portfolio, value $61,115,769.

    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: 767,695 shares
    • UBS Group AG: 1,952,188 shares

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

  8. period ended2024-09-30
    13F 9,720,124 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $219,869,205.

    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: 677,741 shares
    • UBS Group AG: 9,042,383 shares

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