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Disclosery

UBS Group AG: UBS position timeline

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

UBS Group AG held 107,137,265 UBS 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 107,137,265 shares
    Change vs previous 13F +247,083 shares

    0.84% of the 13F portfolio, value $5,309,722,853.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 106,890,182 shares
    Change vs previous 13F -33,600,186 shares

    0.74% of the 13F portfolio, value $4,176,199,410.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 140,490,368 shares
    Change vs previous 13F +7,753,933 shares

    1.29% of the 13F portfolio, value $6,506,108,939.

    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: 0 shares
    • UBS Group AG: 140,490,368 shares

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

  4. period ended2025-09-30
    13F 132,736,435 shares
    Change vs previous 13F -53,845,504 shares

    0.56% of the 13F portfolio, value $5,442,193,835.

    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: 257,886 shares
    • UBS Group AG: 132,478,549 shares

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

  5. period ended2025-06-30
    13F 186,581,939 shares
    Change vs previous 13F -35,582,532 shares

    0.65% of the 13F portfolio, value $6,310,201,178.

    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: 70,666,454 shares
    • UBS Group AG: 115,915,485 shares

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

  6. period ended2025-03-31
    13F 222,164,471 shares
    Change vs previous 13F -4,950,621 shares

    0.81% of the 13F portfolio, value $6,804,897,746.

    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: 74,893,429 shares
    • UBS Group AG: 147,271,042 shares

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

  7. period ended2024-12-31
    13F 227,115,092 shares
    Change vs previous 13F -4,101,442 shares

    0.79% of the 13F portfolio, value $6,886,129,588.

    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: 73,530,280 shares
    • UBS Group AG: 153,584,812 shares

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

  8. period ended2024-09-30
    13F 231,216,534 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $7,146,903,064.

    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: 75,751,555 shares
    • UBS Group AG: 155,464,979 shares

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