Skip to content
Disclosery

UBS Group AG: WLTH position timeline

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

UBS Group AG held 1,072,280 WLTH 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 1,072,280 shares
    Change vs previous 13F -92,923 shares

    <0.01% of the 13F portfolio, value $9,586,183.

    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: 41,411 shares
    • UBS Group AG: 1,030,869 shares

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

  2. period ended2026-03-31
    13F 1,165,203 shares
    Change vs previous 13F +1,000,159 shares

    <0.01% of the 13F portfolio, value $10,778,128.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 165,044 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,242,948.

    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).