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Disclosery

UBS Group AG: UNIT position timeline

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

UBS Group AG held 828,341 UNIT 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 828,341 shares
    Change vs previous 13F -330,089 shares

    <0.01% of the 13F portfolio, value $9,501,070.

    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: 405,609 shares
    • UBS Group AG: 422,732 shares

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

  2. period ended2026-03-31
    13F 1,158,430 shares
    Change vs previous 13F +81,055 shares

    <0.01% of the 13F portfolio, value $10,866,073.

    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: 398,051 shares
    • UBS Group AG: 760,379 shares

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

  3. period ended2025-12-31
    13F 1,077,375 shares
    Change vs previous 13F +456,988 shares

    <0.01% of the 13F portfolio, value $7,552,400.

    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: 381,632 shares
    • UBS Group AG: 695,743 shares

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

  4. period ended2025-09-30
    13F 620,387 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,796,769.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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