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UBS Group AG: WPC position timeline

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

UBS Group AG held 4,290,450 WPC 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 4,290,450 shares
    Change vs previous 13F +419,978 shares

    0.03% of the 13F portfolio, value $306,767,178.

    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: 2,270,499 shares
    • UBS Group AG: 2,019,951 shares

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

  2. period ended2026-03-31
    13F 3,870,472 shares
    Change vs previous 13F +308,755 shares

    0.03% of the 13F portfolio, value $263,037,277.

    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: 2,205,215 shares
    • UBS Group AG: 1,665,257 shares

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

  3. period ended2025-12-31
    13F 3,561,717 shares
    Change vs previous 13F +2,007,917 shares

    0.02% of the 13F portfolio, value $229,232,106.

    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: 2,163,285 shares
    • UBS Group AG: 1,398,432 shares

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

  4. period ended2025-09-30
    13F 1,553,800 shares
    Change vs previous 13F -2,463,400 shares

    0.01% of the 13F portfolio, value $104,990,267.

    13F-HR 0001193125-25-279802 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: 6,818 shares
    • UBS Group AG: 1,546,982 shares

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

  5. period ended2025-06-30
    13F 4,017,200 shares
    Change vs previous 13F +156,704 shares

    0.03% of the 13F portfolio, value $250,592,935.

    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: 2,567,832 shares
    • UBS Group AG: 1,449,368 shares

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

  6. period ended2025-03-31
    13F 3,860,496 shares
    Change vs previous 13F -241,982 shares

    0.03% of the 13F portfolio, value $243,635,900.

    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: 2,257,017 shares
    • UBS Group AG: 1,603,479 shares

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

  7. period ended2024-12-31
    13F 4,102,478 shares
    Change vs previous 13F +596,859 shares

    0.03% of the 13F portfolio, value $223,503,001.

    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: 2,188,603 shares
    • UBS Group AG: 1,913,875 shares

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

  8. period ended2024-09-30
    13F 3,505,619 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $218,400,064.

    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: 2,054,080 shares
    • UBS Group AG: 1,451,539 shares

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