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Disclosery

UBS Group AG: USMV position timeline

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

UBS Group AG held 3,142,500 USMV 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 3,142,500 shares
    Change vs previous 13F -111,668 shares

    0.03% of the 13F portfolio, value $303,125,551.

    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: 23,160 shares
    • UBS Group AG: 3,119,340 shares

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

  2. period ended2026-03-31
    13F 3,254,168 shares
    Change vs previous 13F -169,626 shares

    0.03% of the 13F portfolio, value $301,791,539.

    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: 26,260 shares
    • UBS Group AG: 3,227,908 shares

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

  3. period ended2025-12-31
    13F 3,423,794 shares
    Change vs previous 13F -122,184 shares

    0.03% of the 13F portfolio, value $322,384,443.

    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: 5,568 shares
    • UBS Group AG: 3,418,226 shares

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

  4. period ended2025-09-30
    13F 3,545,978 shares
    Change vs previous 13F +80,056 shares

    0.07% of the 13F portfolio, value $337,364,347.

    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 3,465,922 shares
    Change vs previous 13F -90,537 shares

    0.07% of the 13F portfolio, value $325,346,099.

    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 3,556,459 shares
    Change vs previous 13F -309,597 shares

    0.07% of the 13F portfolio, value $333,097,950.

    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 3,866,056 shares
    Change vs previous 13F +23,863 shares

    0.08% of the 13F portfolio, value $343,267,112.

    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 3,842,193 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $350,830,643.

    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).