UBS Group AG: UTL position timeline

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

UBS Group AG held 140,783 UTL 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 140,783 shares
Change vs previous 13F +51,221 shares
<0.01% of the 13F portfolio, value $7,417,855.
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: 58,424 shares
- UBS Group AG: 82,359 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 89,562 shares
Change vs previous 13F -39,908 shares
<0.01% of the 13F portfolio, value $4,678,719.
13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-05-13 (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: 65,398 shares
- UBS Group AG: 24,164 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 129,470 shares
Change vs previous 13F -3,030 shares
<0.01% of the 13F portfolio, value $6,271,528.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (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: 64,782 shares
- UBS Group AG: 64,688 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 132,500 shares
Change vs previous 13F -61,835 shares
<0.01% of the 13F portfolio, value $6,341,449.
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: 57,164 shares
- UBS Group AG: 75,336 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 194,335 shares
Change vs previous 13F +59,115 shares
<0.01% of the 13F portfolio, value $10,134,571.
13F-HR 0000950123-25-008111 filed by UBS Group AG
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: 89,182 shares
- UBS Group AG: 105,153 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 135,220 shares
Change vs previous 13F -17,744 shares
<0.01% of the 13F portfolio, value $7,800,840.
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: 67,293 shares
- UBS Group AG: 67,927 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 152,964 shares
Change vs previous 13F +84,637 shares
<0.01% of the 13F portfolio, value $8,289,119.
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: 56,721 shares
- UBS Group AG: 96,243 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 68,327 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $4,139,249.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 48,081 shares
- UBS Group AG: 20,246 shares
Acceptance time not in the bulk data set (spec §4.2).