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Disclosery

UBS Group AG: URTH position timeline

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

UBS Group AG held 177,583 URTH 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 177,583 shares
    Change vs previous 13F -16,854 shares

    <0.01% of the 13F portfolio, value $35,985,420.

    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: 8,386 shares
    • UBS Group AG: 169,197 shares

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

  2. period ended2026-03-31
    13F 194,437 shares
    Change vs previous 13F +10,494 shares

    <0.01% of the 13F portfolio, value $35,002,549.

    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: 12,602 shares
    • UBS Group AG: 181,835 shares

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

  3. period ended2025-12-31
    13F 183,943 shares
    Change vs previous 13F +25,486 shares

    <0.01% of the 13F portfolio, value $34,171,091.

    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: 3,207 shares
    • UBS Group AG: 180,736 shares

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

  4. period ended2025-09-30
    13F 158,457 shares
    Change vs previous 13F +32,048 shares

    0.01% of the 13F portfolio, value $28,769,453.

    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).

  5. period ended2025-06-30
    13F 126,409 shares
    Change vs previous 13F +3,986 shares

    <0.01% of the 13F portfolio, value $21,411,157.

    13F-HR 0000950123-25-008111 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).

  6. period ended2025-03-31
    13F 122,423 shares
    Change vs previous 13F +1,092 shares

    <0.01% of the 13F portfolio, value $18,752,755.

    13F-HR 0000950123-25-004922 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).

  7. period ended2024-12-31
    13F 121,331 shares
    Change vs previous 13F -28,383 shares

    <0.01% of the 13F portfolio, value $18,866,971.

    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: 0 shares
    • UBS Group AG: 121,331 shares

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

  8. period ended2024-09-30
    13F 149,714 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,491,623.

    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: 16,700 shares
    • UBS Group AG: 133,014 shares

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