Skip to content
Disclosery

UBS Group AG: VFH position timeline

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

UBS Group AG held 1,956,219 VFH 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 1,956,219 shares
    Change vs previous 13F -13,918 shares

    0.02% of the 13F portfolio, value $257,438,465.

    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: 17,706 shares
    • UBS Group AG: 1,938,513 shares

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

  2. period ended2026-03-31
    13F 1,970,137 shares
    Change vs previous 13F +219,818 shares

    0.02% of the 13F portfolio, value $238,012,251.

    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: 64,046 shares
    • UBS Group AG: 1,906,091 shares

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

  3. period ended2025-12-31
    13F 1,750,319 shares
    Change vs previous 13F -6,891 shares

    0.02% of the 13F portfolio, value $233,650,084.

    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: 20,463 shares
    • UBS Group AG: 1,729,856 shares

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

  4. period ended2025-09-30
    13F 1,757,210 shares
    Change vs previous 13F -46,061 shares

    0.05% of the 13F portfolio, value $230,616,240.

    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 1,803,271 shares
    Change vs previous 13F -103,341 shares

    0.05% of the 13F portfolio, value $229,556,399.

    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 1,906,612 shares
    Change vs previous 13F -14,170 shares

    0.05% of the 13F portfolio, value $227,782,935.

    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 1,920,782 shares
    Change vs previous 13F +41,156 shares

    0.05% of the 13F portfolio, value $226,786,730.

    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 1,879,626 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $206,589,693.

    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).