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
- period ended2026-06-3013F 799,049 sharesChange 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).
- period ended2026-03-3113F 726,982 sharesChange 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).
- period ended2025-12-3113F 634,108 sharesChange 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).
- period ended2025-09-3013F 848,687 sharesChange 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).
- period ended2025-06-3013F 1,316,094 sharesChange 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).
- period ended2025-03-3113F 859,319 sharesChange 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).
- period ended2024-12-3113F 705,801 sharesChange 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).
- period ended2024-09-3013F 652,305 sharesChange 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).