UBS Group AG: UVSP position timeline

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

UBS Group AG held 163,244 UVSP 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 163,244 shares
Change vs previous 13F +36,994 shares
<0.01% of the 13F portfolio, value $7,141,926.
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: 67,622 shares
- UBS Group AG: 95,622 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 126,250 shares
Change vs previous 13F +18,335 shares
<0.01% of the 13F portfolio, value $4,325,325.
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: 68,511 shares
- UBS Group AG: 57,739 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 107,915 shares
Change vs previous 13F -20,618 shares
<0.01% of the 13F portfolio, value $3,533,136.
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: 57,539 shares
- UBS Group AG: 50,376 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 128,533 shares
Change vs previous 13F -96,624 shares
<0.01% of the 13F portfolio, value $3,858,560.
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: 49,968 shares
- UBS Group AG: 78,565 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 225,157 shares
Change vs previous 13F -22,390 shares
<0.01% of the 13F portfolio, value $6,763,716.
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: 86,137 shares
- UBS Group AG: 139,020 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 247,547 shares
Change vs previous 13F +116,741 shares
<0.01% of the 13F portfolio, value $7,020,433.
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: 46,848 shares
- UBS Group AG: 200,699 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 130,806 shares
Change vs previous 13F +54,929 shares
<0.01% of the 13F portfolio, value $3,860,086.
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: 43,946 shares
- UBS Group AG: 86,860 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 75,877 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $2,135,178.
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: 47,700 shares
- UBS Group AG: 28,177 shares
Acceptance time not in the bulk data set (spec §4.2).