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Disclosery

UBS Group AG: WM position timeline

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

UBS Group AG held 4,940,726 WM 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 4,940,726 shares
    Change vs previous 13F -355,711 shares

    0.09% of the 13F portfolio, value $1,101,189,012.

    13F-HR 0000861177-26-000004 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: 3,121,427 shares
    • UBS Group AG: 1,819,299 shares

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

  2. period ended2026-03-31
    13F 5,296,437 shares
    Change vs previous 13F +357,079 shares

    0.12% of the 13F portfolio, value $1,217,068,258.

    13F-HR 0000861177-26-000003 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: 3,086,105 shares
    • UBS Group AG: 2,210,332 shares

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

  3. period ended2025-12-31
    13F 4,939,358 shares
    Change vs previous 13F -109,660 shares

    0.11% of the 13F portfolio, value $1,085,226,345.

    13F-HR 0000861177-26-000001 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: 3,000,874 shares
    • UBS Group AG: 1,938,484 shares

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

  4. period ended2025-09-30
    13F 5,049,018 shares
    Change vs previous 13F -970,172 shares

    0.11% of the 13F portfolio, value $1,114,974,645.

    13F-HR 0001193125-25-282311 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: 3,004,146 shares
    • UBS Group AG: 2,044,872 shares

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

  5. period ended2025-06-30
    13F 6,019,190 shares
    Change vs previous 13F +725,410 shares

    0.14% of the 13F portfolio, value $1,377,311,011.

    13F-HR 0000950123-25-008300 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: 3,855,347 shares
    • UBS Group AG: 2,163,843 shares

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

  6. period ended2025-03-31
    13F 5,293,780 shares
    Change vs previous 13F +378,518 shares

    0.15% of the 13F portfolio, value $1,225,562,962.

    13F-HR 0000950123-25-005812 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: 3,343,267 shares
    • UBS Group AG: 1,950,513 shares

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

  7. period ended2024-12-31
    13F 4,915,262 shares
    Change vs previous 13F +910,590 shares

    0.11% of the 13F portfolio, value $991,850,719.

    13F-HR 0000950123-25-002466 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: 2,633,710 shares
    • UBS Group AG: 2,281,552 shares

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

  8. period ended2024-09-30
    13F 4,004,672 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $831,369,864.

    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: 2,456,312 shares
    • UBS Group AG: 1,548,360 shares

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