UBS Group AG: UTI position timeline

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

UBS Group AG held 365,786 UTI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 365,786 shares
Change vs previous 13F +62,424 shares
<0.01% of the 13F portfolio, value $15,644,668.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 85,421 shares
- UBS Group AG: 280,365 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 303,362 shares
Change vs previous 13F -20,582 shares
<0.01% of the 13F portfolio, value $10,951,367.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 99,976 shares
- UBS Group AG: 203,386 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 323,944 shares
Change vs previous 13F +104,470 shares
<0.01% of the 13F portfolio, value $8,464,656.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 92,227 shares
- UBS Group AG: 231,717 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 219,474 shares
Change vs previous 13F +5,063 shares
<0.01% of the 13F portfolio, value $7,143,878.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 96,857 shares
- UBS Group AG: 122,617 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 214,411 shares
Change vs previous 13F +30,714 shares
<0.01% of the 13F portfolio, value $7,266,388.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 136,355 shares
- UBS Group AG: 78,056 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 183,697 shares
Change vs previous 13F +22,470 shares
<0.01% of the 13F portfolio, value $4,717,338.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 84,223 shares
- UBS Group AG: 99,474 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 161,227 shares
Change vs previous 13F -20,326 shares
<0.01% of the 13F portfolio, value $4,145,146.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 74,272 shares
- UBS Group AG: 86,955 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 181,553 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,952,052.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 56,504 shares
- UBS Group AG: 125,049 shares
Acceptance time not in the bulk data set (spec §4.2).