UBS Group AG: UMH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on UMH, newest first. How the timeline and the estimate are built.
UBS Group AG held 570,410 UMH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 570,410 sharesChange vs previous 13F -154,072 shares
<0.01% of the 13F portfolio, value $8,636,008.
13F-HR 0000861177-26-000004 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: 445,154 shares
- UBS Group AG: 125,256 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 724,482 sharesChange vs previous 13F +45,632 shares
<0.01% of the 13F portfolio, value $10,454,276.
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: 420,706 shares
- UBS Group AG: 303,776 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 678,850 sharesChange vs previous 13F +440,677 shares
<0.01% of the 13F portfolio, value $10,800,503.
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: 420,874 shares
- UBS Group AG: 257,976 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 238,173 sharesChange vs previous 13F -629,474 shares
<0.01% of the 13F portfolio, value $3,536,870.
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: 0 shares
- UBS Group AG: 238,173 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 867,647 sharesChange vs previous 13F +549,812 shares
<0.01% of the 13F portfolio, value $14,567,793.
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: 536,004 shares
- UBS Group AG: 331,643 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 317,835 sharesChange vs previous 13F +29,944 shares
<0.01% of the 13F portfolio, value $5,943,515.
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: 76,056 shares
- UBS Group AG: 241,779 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 287,891 sharesChange vs previous 13F -144,608 shares
<0.01% of the 13F portfolio, value $5,435,383.
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: 73,585 shares
- UBS Group AG: 214,306 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 432,499 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $8,507,257.
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: 335,874 shares
- UBS Group AG: 96,625 shares
Acceptance time not in the bulk data set (spec §4.2).