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Disclosery

UBS Group AG: UTG position timeline

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

UBS Group AG held 287,252 UTG 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 287,252 shares
    Change vs previous 13F +24,851 shares

    <0.01% of the 13F portfolio, value $11,696,901.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 262,401 shares
    Change vs previous 13F +41,260 shares

    <0.01% of the 13F portfolio, value $10,307,111.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 221,141 shares
    Change vs previous 13F +20,751 shares

    <0.01% of the 13F portfolio, value $8,089,338.

    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 200,390 shares
    Change vs previous 13F +11,561 shares

    <0.01% of the 13F portfolio, value $7,939,452.

    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 188,829 shares
    Change vs previous 13F +13,284 shares

    <0.01% of the 13F portfolio, value $6,831,833.

    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 175,545 shares
    Change vs previous 13F +17,969 shares

    <0.01% of the 13F portfolio, value $5,712,234.

    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 157,576 shares
    Change vs previous 13F +651 shares

    <0.01% of the 13F portfolio, value $4,993,583.

    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 156,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,148,710.

    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).