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Disclosery

UBS Group AG: USA position timeline

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

UBS Group AG held 258,490 USA 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 258,490 shares
    Change vs previous 13F -99,157 shares

    <0.01% of the 13F portfolio, value $1,501,827.

    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: 7 shares
    • UBS Group AG: 258,483 shares

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

  2. period ended2026-03-31
    13F 357,647 shares
    Change vs previous 13F -24,768 shares

    <0.01% of the 13F portfolio, value $1,984,941.

    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: 7 shares
    • UBS Group AG: 357,640 shares

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

  3. period ended2025-12-31
    13F 382,415 shares
    Change vs previous 13F -43,210 shares

    <0.01% of the 13F portfolio, value $2,401,566.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 425,625 shares
    Change vs previous 13F -21,766 shares

    <0.01% of the 13F portfolio, value $2,698,463.

    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 447,391 shares
    Change vs previous 13F -78,751 shares

    <0.01% of the 13F portfolio, value $3,046,732.

    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 526,142 shares
    Change vs previous 13F -104,654 shares

    <0.01% of the 13F portfolio, value $3,446,231.

    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 630,796 shares
    Change vs previous 13F +132,098 shares

    <0.01% of the 13F portfolio, value $4,384,032.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 498,698 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,540,756.

    13F-HR 0000950123-24-011557 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).