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Disclosery

UBS Group AG: USLM position timeline

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

UBS Group AG held 49,584 USLM 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 49,584 shares
    Change vs previous 13F +12,451 shares

    <0.01% of the 13F portfolio, value $5,189,957.

    13F-HR 0000861177-26-000004 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: 25,608 shares
    • UBS Group AG: 23,976 shares

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

  2. period ended2026-03-31
    13F 37,133 shares
    Change vs previous 13F -16,105 shares

    <0.01% of the 13F portfolio, value $4,849,941.

    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: 11,851 shares
    • UBS Group AG: 25,282 shares

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

  3. period ended2025-12-31
    13F 53,238 shares
    Change vs previous 13F +10,159 shares

    <0.01% of the 13F portfolio, value $6,374,718.

    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: 30,908 shares
    • UBS Group AG: 22,330 shares

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

  4. period ended2025-09-30
    13F 43,079 shares
    Change vs previous 13F -20,378 shares

    <0.01% of the 13F portfolio, value $5,667,045.

    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: 15,703 shares
    • UBS Group AG: 27,376 shares

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

  5. period ended2025-06-30
    13F 63,457 shares
    Change vs previous 13F +31,586 shares

    <0.01% of the 13F portfolio, value $6,333,009.

    13F-HR 0000950123-25-008111 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: 28,445 shares
    • UBS Group AG: 35,012 shares

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

  6. period ended2025-03-31
    13F 31,871 shares
    Change vs previous 13F +2,819 shares

    <0.01% of the 13F portfolio, value $2,816,760.

    13F-HR 0000950123-25-005812 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: 17,935 shares
    • UBS Group AG: 13,936 shares

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

  7. period ended2024-12-31
    13F 29,052 shares
    Change vs previous 13F +8,016 shares

    <0.01% of the 13F portfolio, value $3,856,362.

    13F-HR 0000950123-25-002466 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: 18,030 shares
    • UBS Group AG: 11,022 shares

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

  8. period ended2024-09-30
    13F 21,036 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,054,376.

    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: 13,438 shares
    • UBS Group AG: 7,598 shares

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