UBS Group AG: WH position timeline

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

UBS Group AG held 843,900 WH 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 843,900 shares
Change vs previous 13F -223,975 shares
0.01% of the 13F portfolio, value $71,064,819.
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: 186,627 shares
- UBS Group AG: 657,273 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,067,875 shares
Change vs previous 13F +373,508 shares
0.01% of the 13F portfolio, value $86,743,487.
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: 181,898 shares
- UBS Group AG: 885,977 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 694,367 shares
Change vs previous 13F +191,046 shares
0.01% of the 13F portfolio, value $52,466,371.
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: 184,709 shares
- UBS Group AG: 509,658 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 503,321 shares
Change vs previous 13F -62,586 shares
<0.01% of the 13F portfolio, value $40,215,347.
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: 206,401 shares
- UBS Group AG: 296,920 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 565,907 shares
Change vs previous 13F +99,525 shares
<0.01% of the 13F portfolio, value $45,957,307.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 308,867 shares
- UBS Group AG: 257,040 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 466,382 shares
Change vs previous 13F -15,894 shares
0.01% of the 13F portfolio, value $42,212,234.
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: 248,495 shares
- UBS Group AG: 217,887 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 482,276 shares
Change vs previous 13F +199,190 shares
0.01% of the 13F portfolio, value $48,608,598.
13F-HR 0000950123-25-002409 filed by UBS Group AG
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: 230,304 shares
- UBS Group AG: 251,972 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 283,086 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $22,120,340.
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: 240,109 shares
- UBS Group AG: 42,977 shares
Acceptance time not in the bulk data set (spec §4.2).