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Disclosery

UBS Group AG: UDR position timeline

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

UBS Group AG held 4,679,234 UDR 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 4,679,234 shares
    Change vs previous 13F -280,336 shares

    0.02% of the 13F portfolio, value $186,795,022.

    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: 2,186,027 shares
    • UBS Group AG: 2,493,207 shares

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

  2. period ended2026-03-31
    13F 4,959,570 shares
    Change vs previous 13F +3,394,295 shares

    0.02% of the 13F portfolio, value $167,534,274.

    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: 2,927,766 shares
    • UBS Group AG: 2,031,804 shares

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

  3. period ended2025-12-31
    13F 1,565,275 shares
    Change vs previous 13F +290,810 shares

    0.01% of the 13F portfolio, value $57,414,286.

    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: 4,009 shares
    • UBS Group AG: 1,561,266 shares

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

  4. period ended2025-09-30
    13F 1,274,465 shares
    Change vs previous 13F -3,631,733 shares

    <0.01% of the 13F portfolio, value $47,486,567.

    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: 9,576 shares
    • UBS Group AG: 1,264,889 shares

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

  5. period ended2025-06-30
    13F 4,906,198 shares
    Change vs previous 13F -224,097 shares

    0.02% of the 13F portfolio, value $200,320,065.

    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: 3,756,378 shares
    • UBS Group AG: 1,149,820 shares

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

  6. period ended2025-03-31
    13F 5,130,295 shares
    Change vs previous 13F -34,746 shares

    0.03% of the 13F portfolio, value $231,735,423.

    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: 3,170,212 shares
    • UBS Group AG: 1,960,083 shares

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

  7. period ended2024-12-31
    13F 5,165,041 shares
    Change vs previous 13F +92,326 shares

    0.03% of the 13F portfolio, value $224,214,429.

    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: 3,207,420 shares
    • UBS Group AG: 1,957,621 shares

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

  8. period ended2024-09-30
    13F 5,072,715 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,996,897.

    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: 3,086,964 shares
    • UBS Group AG: 1,985,751 shares

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