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Disclosery

UBS Group AG: UPST position timeline

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

UBS Group AG held 1,642,128 UPST 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 1,642,128 shares
    Change vs previous 13F +581,277 shares

    <0.01% of the 13F portfolio, value $58,180,595.

    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: 138,692 shares
    • UBS Group AG: 1,503,436 shares

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

  2. period ended2026-03-31
    13F 1,060,851 shares
    Change vs previous 13F +261,282 shares

    <0.01% of the 13F portfolio, value $27,210,829.

    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: 178,984 shares
    • UBS Group AG: 881,867 shares

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

  3. period ended2025-12-31
    13F 799,569 shares
    Change vs previous 13F -186,212 shares

    <0.01% of the 13F portfolio, value $34,965,154.

    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: 157,432 shares
    • UBS Group AG: 642,137 shares

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

  4. period ended2025-09-30
    13F 985,781 shares
    Change vs previous 13F -107,324 shares

    0.01% of the 13F portfolio, value $50,077,674.

    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: 160,433 shares
    • UBS Group AG: 825,348 shares

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

  5. period ended2025-06-30
    13F 1,093,105 shares
    Change vs previous 13F +162,163 shares

    0.01% of the 13F portfolio, value $70,702,032.

    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: 273,043 shares
    • UBS Group AG: 820,062 shares

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

  6. period ended2025-03-31
    13F 930,942 shares
    Change vs previous 13F +223,168 shares

    0.01% of the 13F portfolio, value $42,851,260.

    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: 173,017 shares
    • UBS Group AG: 757,925 shares

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

  7. period ended2024-12-31
    13F 707,774 shares
    Change vs previous 13F +128,095 shares

    <0.01% of the 13F portfolio, value $43,577,647.

    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: 145,730 shares
    • UBS Group AG: 562,044 shares

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

  8. period ended2024-09-30
    13F 579,679 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,192,957.

    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: 110,415 shares
    • UBS Group AG: 469,264 shares

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