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Disclosery

UBS Group AG: VAL position timeline

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

UBS Group AG held 838,228 VAL 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 838,228 shares
    Change vs previous 13F +157,667 shares

    0.01% of the 13F portfolio, value $60,855,352.

    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: 1,100 shares
    • UBS Group AG: 837,128 shares

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

  2. period ended2026-03-31
    13F 680,561 shares
    Change vs previous 13F -185,256 shares

    0.01% of the 13F portfolio, value $66,722,201.

    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: 126,616 shares
    • UBS Group AG: 553,945 shares

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

  3. period ended2025-12-31
    13F 865,817 shares
    Change vs previous 13F -331,745 shares

    <0.01% of the 13F portfolio, value $43,637,179.

    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: 122,377 shares
    • UBS Group AG: 743,440 shares

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

  4. period ended2025-09-30
    13F 1,197,562 shares
    Change vs previous 13F -79,263 shares

    0.01% of the 13F portfolio, value $58,405,098.

    13F-HR 0001193125-25-279802 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: 133,159 shares
    • UBS Group AG: 1,064,403 shares

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

  5. period ended2025-06-30
    13F 1,276,825 shares
    Change vs previous 13F -2,433 shares

    0.01% of the 13F portfolio, value $53,767,101.

    13F-HR 0000950123-25-008111 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: 216,481 shares
    • UBS Group AG: 1,060,344 shares

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

  6. period ended2025-03-31
    13F 1,279,258 shares
    Change vs previous 13F +53,491 shares

    0.01% of the 13F portfolio, value $50,223,668.

    13F-HR 0000950123-25-004922 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: 147,662 shares
    • UBS Group AG: 1,131,596 shares

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

  7. period ended2024-12-31
    13F 1,225,767 shares
    Change vs previous 13F +1,074,851 shares

    0.01% of the 13F portfolio, value $54,227,933.

    13F-HR 0000950123-25-002409 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: 143,399 shares
    • UBS Group AG: 1,082,368 shares

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

  8. period ended2024-09-30
    13F 150,916 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,413,568.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 125,292 shares
    • UBS Group AG: 25,624 shares

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