UBS Group AG: WFRD position timeline

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

UBS Group AG held 188,853 WFRD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 188,853 shares
Change vs previous 13F -277,174 shares
<0.01% of the 13F portfolio, value $15,391,521.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,027 shares
- UBS Group AG: 187,826 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 466,027 shares
Change vs previous 13F +106,901 shares
<0.01% of the 13F portfolio, value $44,076,833.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 163,479 shares
- UBS Group AG: 302,548 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 359,126 shares
Change vs previous 13F -96,664 shares
<0.01% of the 13F portfolio, value $28,105,200.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 162,336 shares
- UBS Group AG: 196,790 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 455,790 shares
Change vs previous 13F -233,093 shares
<0.01% of the 13F portfolio, value $31,189,709.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 167,294 shares
- UBS Group AG: 288,496 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 688,883 shares
Change vs previous 13F +301,125 shares
<0.01% of the 13F portfolio, value $34,657,704.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 260,825 shares
- UBS Group AG: 428,058 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 387,758 shares
Change vs previous 13F -63,988 shares
<0.01% of the 13F portfolio, value $20,764,439.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 268,394 shares
- UBS Group AG: 119,364 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 451,746 shares
Change vs previous 13F +71,898 shares
<0.01% of the 13F portfolio, value $32,358,566.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 287,273 shares
- UBS Group AG: 164,473 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 379,848 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $32,256,692.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 324,482 shares
- UBS Group AG: 55,366 shares
Acceptance time not in the bulk data set (spec §4.2).