UBS Group AG: WAFD position timeline

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

UBS Group AG held 352,339 WAFD 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 352,339 shares
Change vs previous 13F -362,059 shares
<0.01% of the 13F portfolio, value $13,519,247.
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: 141,040 shares
- UBS Group AG: 211,299 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 714,398 shares
Change vs previous 13F +337,186 shares
<0.01% of the 13F portfolio, value $22,432,098.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (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: 171,765 shares
- UBS Group AG: 542,633 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 377,212 shares
Change vs previous 13F -120,333 shares
<0.01% of the 13F portfolio, value $12,082,101.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (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: 173,665 shares
- UBS Group AG: 203,547 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 497,545 shares
Change vs previous 13F -227,971 shares
<0.01% of the 13F portfolio, value $15,070,638.
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: 168,069 shares
- UBS Group AG: 329,476 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 725,516 shares
Change vs previous 13F +194,498 shares
<0.01% of the 13F portfolio, value $21,243,107.
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: 312,228 shares
- UBS Group AG: 413,288 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 531,018 shares
Change vs previous 13F +92,732 shares
<0.01% of the 13F portfolio, value $15,176,496.
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: 246,467 shares
- UBS Group AG: 284,551 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 438,286 shares
Change vs previous 13F +132,415 shares
<0.01% of the 13F portfolio, value $14,130,340.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 225,602 shares
- UBS Group AG: 212,684 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 305,871 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,659,605.
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: 157,962 shares
- UBS Group AG: 147,909 shares
Acceptance time not in the bulk data set (spec §4.2).