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Disclosery

UBS Group AG: USRT position timeline

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

UBS Group AG held 270,217 USRT 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 270,217 shares
    Change vs previous 13F -12,382 shares

    <0.01% of the 13F portfolio, value $17,955,920.

    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: 484 shares
    • UBS Group AG: 269,733 shares

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

  2. period ended2026-03-31
    13F 282,599 shares
    Change vs previous 13F -18,421 shares

    <0.01% of the 13F portfolio, value $16,727,035.

    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: 610 shares
    • UBS Group AG: 281,989 shares

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

  3. period ended2025-12-31
    13F 301,020 shares
    Change vs previous 13F -134,468 shares

    <0.01% of the 13F portfolio, value $17,146,099.

    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: 29 shares
    • UBS Group AG: 300,991 shares

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

  4. period ended2025-09-30
    13F 435,488 shares
    Change vs previous 13F -26,975 shares

    <0.01% of the 13F portfolio, value $25,571,856.

    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 462,463 shares
    Change vs previous 13F +97,283 shares

    0.01% of the 13F portfolio, value $26,156,907.

    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 365,180 shares
    Change vs previous 13F +5,456 shares

    <0.01% of the 13F portfolio, value $21,034,368.

    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 359,724 shares
    Change vs previous 13F +70,146 shares

    <0.01% of the 13F portfolio, value $20,615,783.

    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 289,578 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $17,829,318.

    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).