Skip to content
Disclosery

UBS Group AG: USIG position timeline

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

UBS Group AG held 69,756,008 USIG 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 69,756,008 shares
    Change vs previous 13F +2,065,110 shares

    0.3% of the 13F portfolio, value $3,577,785,651.

    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: 11,011,795 shares
    • UBS Group AG: 58,744,213 shares

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

  2. period ended2026-03-31
    13F 67,690,898 shares
    Change vs previous 13F +60,490,580 shares

    0.33% of the 13F portfolio, value $3,467,804,705.

    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: 11,610,948 shares
    • UBS Group AG: 56,079,950 shares

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

  3. period ended2025-12-31
    13F 7,200,318 shares
    Change vs previous 13F +3,238,931 shares

    0.04% of the 13F portfolio, value $372,760,463.

    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: 3,151,959 shares
    • UBS Group AG: 4,048,359 shares

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

  4. period ended2025-09-30
    13F 3,961,387 shares
    Change vs previous 13F +220,483 shares

    0.04% of the 13F portfolio, value $206,863,629.

    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 3,740,904 shares
    Change vs previous 13F -2,665,974 shares

    0.04% of the 13F portfolio, value $192,432,102.

    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 6,406,878 shares
    Change vs previous 13F -221,018 shares

    0.07% of the 13F portfolio, value $327,263,328.

    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 6,627,896 shares
    Change vs previous 13F +45,137 shares

    0.07% of the 13F portfolio, value $333,250,611.

    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 6,582,759 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $346,121,469.

    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).