Skip to content
Disclosery

UBS Group AG: WFG position timeline

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

UBS Group AG held 133,860 WFG 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 133,860 shares
    Change vs previous 13F -8,995 shares

    <0.01% of the 13F portfolio, value $9,060,984.

    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: 24 shares
    • UBS Group AG: 133,836 shares

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

  2. period ended2026-03-31
    13F 142,855 shares
    Change vs previous 13F +97,956 shares

    <0.01% of the 13F portfolio, value $9,327,004.

    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: 24 shares
    • UBS Group AG: 142,831 shares

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

  3. period ended2025-12-31
    13F 44,899 shares
    Change vs previous 13F -133,002 shares

    <0.01% of the 13F portfolio, value $2,743,778.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 177,901 shares
    Change vs previous 13F +26,238 shares

    <0.01% of the 13F portfolio, value $12,093,711.

    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: 0 shares
    • UBS Group AG: 177,901 shares

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

  5. period ended2025-06-30
    13F 151,663 shares
    Change vs previous 13F -65,745 shares

    <0.01% of the 13F portfolio, value $11,116,898.

    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: 67,535 shares
    • UBS Group AG: 84,128 shares

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

  6. period ended2025-03-31
    13F 217,408 shares
    Change vs previous 13F -29,755 shares

    <0.01% of the 13F portfolio, value $16,727,372.

    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: 68,844 shares
    • UBS Group AG: 148,564 shares

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

  7. period ended2024-12-31
    13F 247,163 shares
    Change vs previous 13F +123,850 shares

    <0.01% of the 13F portfolio, value $21,391,958.

    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: 70,125 shares
    • UBS Group AG: 177,038 shares

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

  8. period ended2024-09-30
    13F 123,313 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $12,005,754.

    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: 77,047 shares
    • UBS Group AG: 46,266 shares

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