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Disclosery

UBS Group AG: WELL position timeline

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

UBS Group AG held 9,544,964 WELL 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 9,544,964 shares
    Change vs previous 13F -1,090,320 shares

    0.18% of the 13F portfolio, value $2,166,420,480.

    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: 7,948,735 shares
    • UBS Group AG: 1,596,229 shares

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

  2. period ended2026-03-31
    13F 10,635,284 shares
    Change vs previous 13F +8,850,374 shares

    0.2% of the 13F portfolio, value $2,102,702,002.

    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: 8,170,874 shares
    • UBS Group AG: 2,464,410 shares

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

  3. period ended2025-12-31
    13F 1,784,910 shares
    Change vs previous 13F -1,514,306 shares

    0.03% of the 13F portfolio, value $331,297,143.

    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: 22,474 shares
    • UBS Group AG: 1,762,436 shares

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

  4. period ended2025-09-30
    13F 3,299,216 shares
    Change vs previous 13F -8,488,971 shares

    0.06% of the 13F portfolio, value $587,722,339.

    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: 21,095 shares
    • UBS Group AG: 3,278,121 shares

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

  5. period ended2025-06-30
    13F 11,788,187 shares
    Change vs previous 13F +867,187 shares

    0.19% of the 13F portfolio, value $1,812,197,988.

    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: 9,693,143 shares
    • UBS Group AG: 2,095,044 shares

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

  6. period ended2025-03-31
    13F 10,921,000 shares
    Change vs previous 13F +1,268,535 shares

    0.2% of the 13F portfolio, value $1,673,206,410.

    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: 8,164,840 shares
    • UBS Group AG: 2,756,160 shares

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

  7. period ended2024-12-31
    13F 9,652,465 shares
    Change vs previous 13F +1,044,548 shares

    0.14% of the 13F portfolio, value $1,216,500,165.

    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: 7,632,705 shares
    • UBS Group AG: 2,019,760 shares

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

  8. period ended2024-09-30
    13F 8,607,917 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,102,071,616.

    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: 6,920,426 shares
    • UBS Group AG: 1,687,491 shares

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