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Disclosery

UBS Group AG: VYM position timeline

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

UBS Group AG held 3,884,735 VYM 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 3,884,735 shares
    Change vs previous 13F -60,924 shares

    0.05% of the 13F portfolio, value $613,904,672.

    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: 210,285 shares
    • UBS Group AG: 3,674,450 shares

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

  2. period ended2026-03-31
    13F 3,945,659 shares
    Change vs previous 13F +1,025,140 shares

    0.06% of the 13F portfolio, value $584,352,098.

    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: 223,273 shares
    • UBS Group AG: 3,722,386 shares

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

  3. period ended2025-12-31
    13F 2,920,519 shares
    Change vs previous 13F +9,236 shares

    0.04% of the 13F portfolio, value $419,152,887.

    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: 42,266 shares
    • UBS Group AG: 2,878,253 shares

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

  4. period ended2025-09-30
    13F 2,911,283 shares
    Change vs previous 13F -292,891 shares

    0.08% of the 13F portfolio, value $410,345,339.

    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 3,204,174 shares
    Change vs previous 13F +120,448 shares

    0.09% of the 13F portfolio, value $427,148,436.

    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 3,083,726 shares
    Change vs previous 13F +64,644 shares

    0.09% of the 13F portfolio, value $397,677,305.

    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 3,019,082 shares
    Change vs previous 13F +121,349 shares

    0.09% of the 13F portfolio, value $385,204,673.

    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 2,897,733 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $371,489,370.

    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).