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UBS Group AG: UBSI position timeline

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

UBS Group AG held 697,129 UBSI 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 697,129 shares
    Change vs previous 13F +29,237 shares

    <0.01% of the 13F portfolio, value $31,949,422.

    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: 280,295 shares
    • UBS Group AG: 416,834 shares

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

  2. period ended2026-03-31
    13F 667,892 shares
    Change vs previous 13F +30,075 shares

    <0.01% of the 13F portfolio, value $27,664,085.

    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: 297,590 shares
    • UBS Group AG: 370,302 shares

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

  3. period ended2025-12-31
    13F 637,817 shares
    Change vs previous 13F -100,635 shares

    <0.01% of the 13F portfolio, value $24,492,173.

    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: 287,982 shares
    • UBS Group AG: 349,835 shares

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

  4. period ended2025-09-30
    13F 738,452 shares
    Change vs previous 13F -594,835 shares

    <0.01% of the 13F portfolio, value $27,477,798.

    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: 293,409 shares
    • UBS Group AG: 445,043 shares

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

  5. period ended2025-06-30
    13F 1,333,287 shares
    Change vs previous 13F +305,303 shares

    <0.01% of the 13F portfolio, value $48,571,646.

    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: 534,717 shares
    • UBS Group AG: 798,570 shares

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

  6. period ended2025-03-31
    13F 1,027,984 shares
    Change vs previous 13F -457,212 shares

    <0.01% of the 13F portfolio, value $35,640,204.

    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: 409,428 shares
    • UBS Group AG: 618,556 shares

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

  7. period ended2024-12-31
    13F 1,485,196 shares
    Change vs previous 13F +1,053,732 shares

    0.01% of the 13F portfolio, value $55,769,109.

    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: 381,062 shares
    • UBS Group AG: 1,104,134 shares

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

  8. period ended2024-09-30
    13F 431,464 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,007,314.

    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: 250,618 shares
    • UBS Group AG: 180,846 shares

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