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UBS Group AG: UPBD position timeline

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

UBS Group AG held 293,507 UPBD 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 293,507 shares
    Change vs previous 13F -54,257 shares

    <0.01% of the 13F portfolio, value $6,228,220.

    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: 114,141 shares
    • UBS Group AG: 179,366 shares

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

  2. period ended2026-03-31
    13F 347,764 shares
    Change vs previous 13F +144,469 shares

    <0.01% of the 13F portfolio, value $6,277,141.

    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: 127,526 shares
    • UBS Group AG: 220,238 shares

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

  3. period ended2025-12-31
    13F 203,295 shares
    Change vs previous 13F -27,186 shares

    <0.01% of the 13F portfolio, value $3,569,860.

    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: 126,297 shares
    • UBS Group AG: 76,998 shares

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

  4. period ended2025-09-30
    13F 230,481 shares
    Change vs previous 13F -68,807 shares

    <0.01% of the 13F portfolio, value $5,446,268.

    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: 109,815 shares
    • UBS Group AG: 120,666 shares

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

  5. period ended2025-06-30
    13F 299,288 shares
    Change vs previous 13F +51,741 shares

    <0.01% of the 13F portfolio, value $7,512,128.

    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: 193,818 shares
    • UBS Group AG: 105,470 shares

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

  6. period ended2025-03-31
    13F 247,547 shares
    Change vs previous 13F -10,346 shares

    <0.01% of the 13F portfolio, value $5,931,226.

    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: 138,589 shares
    • UBS Group AG: 108,958 shares

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

  7. period ended2024-12-31
    13F 257,893 shares
    Change vs previous 13F +91,179 shares

    <0.01% of the 13F portfolio, value $7,522,737.

    13F-HR 0000950123-25-002466 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: 140,151 shares
    • UBS Group AG: 117,742 shares

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

  8. period ended2024-09-30
    13F 166,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,333,181.

    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: 118,583 shares
    • UBS Group AG: 48,131 shares

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