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Disclosery

UBS Group AG: WMT position timeline

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

UBS Group AG held 49,463,120 WMT 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 49,463,120 shares
    Change vs previous 13F +2,327,291 shares

    0.48% of the 13F portfolio, value $5,602,192,971.

    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: 27,015,680 shares
    • UBS Group AG: 22,447,440 shares

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

  2. period ended2026-03-31
    13F 47,135,829 shares
    Change vs previous 13F -2,876,512 shares

    0.56% of the 13F portfolio, value $5,858,040,829.

    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: 27,078,705 shares
    • UBS Group AG: 20,057,124 shares

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

  3. period ended2025-12-31
    13F 50,012,341 shares
    Change vs previous 13F +3,343,032 shares

    0.57% of the 13F portfolio, value $5,571,874,913.

    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: 26,294,165 shares
    • UBS Group AG: 23,718,176 shares

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

  4. period ended2025-09-30
    13F 46,669,309 shares
    Change vs previous 13F -2,864,417 shares

    0.49% of the 13F portfolio, value $4,809,738,989.

    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: 28,397,212 shares
    • UBS Group AG: 18,272,097 shares

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

  5. period ended2025-06-30
    13F 49,533,726 shares
    Change vs previous 13F +1,984,893 shares

    0.5% of the 13F portfolio, value $4,843,407,727.

    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: 29,751,774 shares
    • UBS Group AG: 19,781,952 shares

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

  6. period ended2025-03-31
    13F 47,548,833 shares
    Change vs previous 13F +873,232 shares

    0.5% of the 13F portfolio, value $4,174,312,051.

    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: 26,726,559 shares
    • UBS Group AG: 20,822,274 shares

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

  7. period ended2024-12-31
    13F 46,675,601 shares
    Change vs previous 13F +4,945,519 shares

    0.48% of the 13F portfolio, value $4,217,140,552.

    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: 25,917,346 shares
    • UBS Group AG: 20,758,255 shares

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

  8. period ended2024-09-30
    13F 41,730,082 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,369,704,127.

    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: 23,273,933 shares
    • UBS Group AG: 18,456,149 shares

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