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UBS Group AG: ULTA position timeline

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

UBS Group AG held 830,930 ULTA 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 830,930 shares
    Change vs previous 13F +155,358 shares

    0.03% of the 13F portfolio, value $374,732,812.

    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: 388,586 shares
    • UBS Group AG: 442,344 shares

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

  2. period ended2026-03-31
    13F 675,572 shares
    Change vs previous 13F -118,014 shares

    0.03% of the 13F portfolio, value $353,128,241.

    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: 392,881 shares
    • UBS Group AG: 282,691 shares

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

  3. period ended2025-12-31
    13F 793,586 shares
    Change vs previous 13F -28,981 shares

    0.05% of the 13F portfolio, value $480,127,467.

    13F-HR 0000861177-26-000001 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: 451,731 shares
    • UBS Group AG: 341,855 shares

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

  4. period ended2025-09-30
    13F 822,567 shares
    Change vs previous 13F -212,578 shares

    0.05% of the 13F portfolio, value $449,738,510.

    13F-HR 0001193125-25-282311 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: 482,837 shares
    • UBS Group AG: 339,730 shares

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

  5. period ended2025-06-30
    13F 1,035,145 shares
    Change vs previous 13F +189,738 shares

    0.05% of the 13F portfolio, value $484,261,533.

    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: 562,954 shares
    • UBS Group AG: 472,191 shares

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

  6. period ended2025-03-31
    13F 845,407 shares
    Change vs previous 13F -95,529 shares

    0.04% of the 13F portfolio, value $309,875,481.

    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: 474,914 shares
    • UBS Group AG: 370,493 shares

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

  7. period ended2024-12-31
    13F 940,936 shares
    Change vs previous 13F +227,209 shares

    0.05% of the 13F portfolio, value $409,241,294.

    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: 437,809 shares
    • UBS Group AG: 503,127 shares

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

  8. period ended2024-09-30
    13F 713,727 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $277,725,451.

    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: 395,608 shares
    • UBS Group AG: 318,119 shares

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