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Disclosery

UBS Group AG: USFR position timeline

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

UBS Group AG held 5,365,503 USFR 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 5,365,503 shares
    Change vs previous 13F +273,361 shares

    0.02% of the 13F portfolio, value $270,153,076.

    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: 914 shares
    • UBS Group AG: 5,364,589 shares

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

  2. period ended2026-03-31
    13F 5,092,142 shares
    Change vs previous 13F -541,563 shares

    0.02% of the 13F portfolio, value $256,338,429.

    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: 914 shares
    • UBS Group AG: 5,091,228 shares

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

  3. period ended2025-12-31
    13F 5,633,705 shares
    Change vs previous 13F -1,953,258 shares

    0.06% of the 13F portfolio, value $283,488,036.

    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 7,586,963 shares
    Change vs previous 13F -661,796 shares

    0.07% of the 13F portfolio, value $381,396,630.

    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 8,248,759 shares
    Change vs previous 13F +1,630,314 shares

    0.09% of the 13F portfolio, value $414,995,065.

    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 6,618,445 shares
    Change vs previous 13F +824,855 shares

    0.07% of the 13F portfolio, value $333,106,337.

    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 5,793,590 shares
    Change vs previous 13F -446,406 shares

    0.07% of the 13F portfolio, value $291,533,449.

    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 6,239,996 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $313,372,599.

    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).