UBS Group AG: WLY position timeline

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

UBS Group AG held 352,416 WLY 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 352,416 shares
Change vs previous 13F -78,803 shares
<0.01% of the 13F portfolio, value $17,095,702.
13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 184,159 shares
- UBS Group AG: 168,257 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 431,219 shares
Change vs previous 13F +165,577 shares
<0.01% of the 13F portfolio, value $16,429,445.
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: 167,942 shares
- UBS Group AG: 263,277 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 265,642 shares
Change vs previous 13F -44,362 shares
<0.01% of the 13F portfolio, value $8,136,615.
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: 101,239 shares
- UBS Group AG: 164,403 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 310,004 shares
Change vs previous 13F -37,508 shares
<0.01% of the 13F portfolio, value $12,545,862.
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: 98,153 shares
- UBS Group AG: 211,851 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 347,512 shares
Change vs previous 13F -26,784 shares
<0.01% of the 13F portfolio, value $15,509,463.
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: 174,796 shares
- UBS Group AG: 172,716 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 374,296 shares
Change vs previous 13F -52,926 shares
<0.01% of the 13F portfolio, value $16,678,629.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 122,433 shares
- UBS Group AG: 251,863 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 427,222 shares
Change vs previous 13F +212,892 shares
<0.01% of the 13F portfolio, value $18,673,873.
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: 115,505 shares
- UBS Group AG: 311,717 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 214,330 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $10,341,423.
13F-HR 0000950123-24-011557 filed by UBS Group AG
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: 98,284 shares
- UBS Group AG: 116,046 shares
Acceptance time not in the bulk data set (spec §4.2).