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Disclosery

UBS Group AG: VTR position timeline

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

UBS Group AG held 6,625,382 VTR 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 6,625,382 shares
    Change vs previous 13F -1,888,194 shares

    0.05% of the 13F portfolio, value $588,333,920.

    13F-HR 0000861177-26-000004 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: 4,981,404 shares
    • UBS Group AG: 1,643,978 shares

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

  2. period ended2026-03-31
    13F 8,513,576 shares
    Change vs previous 13F +748,029 shares

    0.07% of the 13F portfolio, value $696,240,245.

    13F-HR 0000861177-26-000003 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: 4,722,545 shares
    • UBS Group AG: 3,791,031 shares

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

  3. period ended2025-12-31
    13F 7,765,547 shares
    Change vs previous 13F +4,243,450 shares

    0.06% of the 13F portfolio, value $600,898,027.

    13F-HR 0000861177-26-000001 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: 4,648,776 shares
    • UBS Group AG: 3,116,771 shares

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

  4. period ended2025-09-30
    13F 3,522,097 shares
    Change vs previous 13F -3,545,063 shares

    0.03% of the 13F portfolio, value $246,511,569.

    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: 14,256 shares
    • UBS Group AG: 3,507,841 shares

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

  5. period ended2025-06-30
    13F 7,067,160 shares
    Change vs previous 13F +486,614 shares

    0.05% of the 13F portfolio, value $446,291,155.

    13F-HR 0000950123-25-008300 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: 5,620,089 shares
    • UBS Group AG: 1,447,071 shares

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

  6. period ended2025-03-31
    13F 6,580,546 shares
    Change vs previous 13F +703,758 shares

    0.05% of the 13F portfolio, value $452,478,343.

    13F-HR 0000950123-25-005812 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: 4,591,373 shares
    • UBS Group AG: 1,989,173 shares

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

  7. period ended2024-12-31
    13F 5,876,788 shares
    Change vs previous 13F +272,612 shares

    0.04% of the 13F portfolio, value $346,084,047.

    13F-HR 0000950123-25-002466 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: 4,318,338 shares
    • UBS Group AG: 1,558,450 shares

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

  8. period ended2024-09-30
    13F 5,604,176 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $359,395,807.

    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: 3,932,017 shares
    • UBS Group AG: 1,672,159 shares

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