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UBS Group AG: WAL position timeline

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

UBS Group AG held 799,049 WAL 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 799,049 shares
    Change vs previous 13F +72,067 shares

    0.01% of the 13F portfolio, value $65,681,827.

    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: 293,958 shares
    • UBS Group AG: 505,091 shares

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

  2. period ended2026-03-31
    13F 726,982 shares
    Change vs previous 13F +92,874 shares

    <0.01% of the 13F portfolio, value $51,506,675.

    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: 293,240 shares
    • UBS Group AG: 433,742 shares

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

  3. period ended2025-12-31
    13F 634,108 shares
    Change vs previous 13F -214,579 shares

    0.01% of the 13F portfolio, value $53,309,457.

    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: 292,749 shares
    • UBS Group AG: 341,359 shares

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

  4. period ended2025-09-30
    13F 848,687 shares
    Change vs previous 13F -467,407 shares

    0.01% of the 13F portfolio, value $73,598,137.

    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: 291,701 shares
    • UBS Group AG: 556,986 shares

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

  5. period ended2025-06-30
    13F 1,316,094 shares
    Change vs previous 13F +456,775 shares

    0.01% of the 13F portfolio, value $102,629,008.

    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: 459,433 shares
    • UBS Group AG: 856,661 shares

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

  6. period ended2025-03-31
    13F 859,319 shares
    Change vs previous 13F +153,518 shares

    0.01% of the 13F portfolio, value $66,021,478.

    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: 347,529 shares
    • UBS Group AG: 511,790 shares

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

  7. period ended2024-12-31
    13F 705,801 shares
    Change vs previous 13F +53,496 shares

    0.01% of the 13F portfolio, value $58,962,615.

    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: 312,253 shares
    • UBS Group AG: 393,548 shares

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

  8. period ended2024-09-30
    13F 652,305 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $56,417,860.

    13F-HR 0000950123-24-011557 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: 291,174 shares
    • UBS Group AG: 361,131 shares

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