UBS Group AG: UGI position timeline

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

UBS Group AG held 1,709,315 UGI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,709,315 shares
Change vs previous 13F +425,178 shares
0.01% of the 13F portfolio, value $59,039,741.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 617,962 shares
- UBS Group AG: 1,091,353 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,284,137 shares
Change vs previous 13F -414,149 shares
<0.01% of the 13F portfolio, value $46,768,269.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 625,245 shares
- UBS Group AG: 658,892 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,698,286 shares
Change vs previous 13F -456,318 shares
0.01% of the 13F portfolio, value $63,566,844.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 603,765 shares
- UBS Group AG: 1,094,521 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,154,604 shares
Change vs previous 13F +270,070 shares
0.01% of the 13F portfolio, value $71,662,127.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 703,164 shares
- UBS Group AG: 1,451,440 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,884,534 shares
Change vs previous 13F +88,488 shares
0.01% of the 13F portfolio, value $68,634,729.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,056,676 shares
- UBS Group AG: 827,858 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,796,046 shares
Change vs previous 13F -176,302 shares
0.01% of the 13F portfolio, value $59,395,241.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 785,327 shares
- UBS Group AG: 1,010,719 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,972,348 shares
Change vs previous 13F +1,115,152 shares
0.01% of the 13F portfolio, value $55,679,384.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 669,918 shares
- UBS Group AG: 1,302,430 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 857,196 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $21,447,044.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 566,794 shares
- UBS Group AG: 290,402 shares
Acceptance time not in the bulk data set (spec §4.2).