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Disclosery

UBS Group AG: ULS position timeline

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

UBS Group AG held 907,755 ULS 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 907,755 shares
    Change vs previous 13F -149,594 shares

    0.01% of the 13F portfolio, value $92,463,924.

    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: 155,452 shares
    • UBS Group AG: 752,303 shares

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

  2. period ended2026-03-31
    13F 1,057,349 shares
    Change vs previous 13F +390,845 shares

    0.01% of the 13F portfolio, value $90,625,383.

    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: 144,635 shares
    • UBS Group AG: 912,714 shares

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

  3. period ended2025-12-31
    13F 666,504 shares
    Change vs previous 13F +5,130 shares

    0.01% of the 13F portfolio, value $52,560,506.

    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: 130,951 shares
    • UBS Group AG: 535,553 shares

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

  4. period ended2025-09-30
    13F 661,374 shares
    Change vs previous 13F -55,540 shares

    <0.01% of the 13F portfolio, value $46,864,960.

    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: 106,925 shares
    • UBS Group AG: 554,449 shares

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

  5. period ended2025-06-30
    13F 716,914 shares
    Change vs previous 13F +294,577 shares

    0.01% of the 13F portfolio, value $52,234,353.

    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: 187,698 shares
    • UBS Group AG: 529,216 shares

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

  6. period ended2025-03-31
    13F 422,337 shares
    Change vs previous 13F +189,730 shares

    <0.01% of the 13F portfolio, value $23,819,805.

    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: 123,771 shares
    • UBS Group AG: 298,566 shares

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

  7. period ended2024-12-31
    13F 232,607 shares
    Change vs previous 13F +185,280 shares

    <0.01% of the 13F portfolio, value $11,602,437.

    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: 110,566 shares
    • UBS Group AG: 122,041 shares

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

  8. period ended2024-09-30
    13F 47,327 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,333,221.

    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: 42,307 shares
    • UBS Group AG: 5,020 shares

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