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Disclosery

UBS Group AG: WF position timeline

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

UBS Group AG held 34,434 WF 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 34,434 shares
    Change vs previous 13F +23,142 shares

    <0.01% of the 13F portfolio, value $1,976,512.

    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: 5,323 shares
    • UBS Group AG: 29,111 shares

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

  2. period ended2026-03-31
    13F 11,292 shares
    Change vs previous 13F +6,646 shares

    <0.01% of the 13F portfolio, value $752,047.

    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: 5,323 shares
    • UBS Group AG: 5,969 shares

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

  3. period ended2025-12-31
    13F 4,646 shares
    Change vs previous 13F -15,554 shares

    <0.01% of the 13F portfolio, value $273,138.

    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: 1,225 shares
    • UBS Group AG: 3,421 shares

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

  4. period ended2025-09-30
    13F 20,200 shares
    Change vs previous 13F -2,413 shares

    <0.01% of the 13F portfolio, value $1,134,230.

    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 22,613 shares
    Change vs previous 13F +20,217 shares

    <0.01% of the 13F portfolio, value $1,124,545.

    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 2,396 shares
    Change vs previous 13F +396 shares

    <0.01% of the 13F portfolio, value $79,979.

    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 2,000 shares
    Change vs previous 13F -139 shares

    <0.01% of the 13F portfolio, value $62,500.

    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 2,139 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $76,427.

    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).