Skip to content
Disclosery

UBS Group AG: USFD position timeline

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

UBS Group AG held 2,709,814 USFD 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 2,709,814 shares
    Change vs previous 13F -519,195 shares

    0.02% of the 13F portfolio, value $277,078,483.

    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: 1,099,800 shares
    • UBS Group AG: 1,610,014 shares

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

  2. period ended2026-03-31
    13F 3,229,009 shares
    Change vs previous 13F +854,482 shares

    0.03% of the 13F portfolio, value $297,746,920.

    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: 1,235,340 shares
    • UBS Group AG: 1,993,669 shares

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

  3. period ended2025-12-31
    13F 2,374,527 shares
    Change vs previous 13F +120,865 shares

    0.02% of the 13F portfolio, value $178,849,376.

    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: 1,199,667 shares
    • UBS Group AG: 1,174,860 shares

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

  4. period ended2025-09-30
    13F 2,253,662 shares
    Change vs previous 13F -340,498 shares

    0.02% of the 13F portfolio, value $172,675,582.

    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: 1,018,275 shares
    • UBS Group AG: 1,235,387 shares

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

  5. period ended2025-06-30
    13F 2,594,160 shares
    Change vs previous 13F +554,475 shares

    0.02% of the 13F portfolio, value $199,776,261.

    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: 1,393,603 shares
    • UBS Group AG: 1,200,557 shares

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

  6. period ended2025-03-31
    13F 2,039,685 shares
    Change vs previous 13F -818,335 shares

    0.02% of the 13F portfolio, value $133,517,779.

    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: 989,406 shares
    • UBS Group AG: 1,050,279 shares

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

  7. period ended2024-12-31
    13F 2,858,020 shares
    Change vs previous 13F +1,976,775 shares

    0.02% of the 13F portfolio, value $192,802,029.

    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: 795,248 shares
    • UBS Group AG: 2,062,772 shares

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

  8. period ended2024-09-30
    13F 881,245 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $54,196,571.

    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: 717,830 shares
    • UBS Group AG: 163,415 shares

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