Skip to content
Disclosery

UBS Group AG: UMBF position timeline

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

UBS Group AG held 388,051 UMBF 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 388,051 shares
    Change vs previous 13F -91,708 shares

    <0.01% of the 13F portfolio, value $55,398,161.

    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: 179,559 shares
    • UBS Group AG: 208,492 shares

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

  2. period ended2026-03-31
    13F 479,759 shares
    Change vs previous 13F -57,548 shares

    0.01% of the 13F portfolio, value $54,112,017.

    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: 186,932 shares
    • UBS Group AG: 292,827 shares

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

  3. period ended2025-12-31
    13F 537,307 shares
    Change vs previous 13F -25,546 shares

    0.01% of the 13F portfolio, value $61,811,796.

    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: 184,522 shares
    • UBS Group AG: 352,785 shares

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

  4. period ended2025-09-30
    13F 562,853 shares
    Change vs previous 13F -70,329 shares

    0.01% of the 13F portfolio, value $66,613,654.

    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: 183,992 shares
    • UBS Group AG: 378,861 shares

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

  5. period ended2025-06-30
    13F 633,182 shares
    Change vs previous 13F -16,634 shares

    0.01% of the 13F portfolio, value $66,585,419.

    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: 296,267 shares
    • UBS Group AG: 336,915 shares

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

  6. period ended2025-03-31
    13F 649,816 shares
    Change vs previous 13F +248,006 shares

    0.01% of the 13F portfolio, value $65,696,398.

    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: 207,881 shares
    • UBS Group AG: 441,935 shares

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

  7. period ended2024-12-31
    13F 401,810 shares
    Change vs previous 13F +40,155 shares

    0.01% of the 13F portfolio, value $45,348,277.

    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: 125,798 shares
    • UBS Group AG: 276,012 shares

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

  8. period ended2024-09-30
    13F 361,655 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $38,013,557.

    13F-HR 0000950123-24-011557 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: 106,372 shares
    • UBS Group AG: 255,283 shares

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