UBS Group AG: WSO position timeline

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

UBS Group AG held 495,227 WSO 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 495,227 shares
Change vs previous 13F -17,592 shares
0.02% of the 13F portfolio, value $206,375,949.
13F-HR 0001610520-26-000103 filed by UBS Group AG
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: 135,045 shares
- UBS Group AG: 360,182 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 512,819 shares
Change vs previous 13F +197,366 shares
0.02% of the 13F portfolio, value $186,558,425.
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: 149,692 shares
- UBS Group AG: 363,127 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 315,453 shares
Change vs previous 13F +72,511 shares
0.01% of the 13F portfolio, value $106,291,889.
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: 128,578 shares
- UBS Group AG: 186,875 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 242,942 shares
Change vs previous 13F -7,009 shares
0.01% of the 13F portfolio, value $98,221,448.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (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: 129,044 shares
- UBS Group AG: 113,898 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 249,951 shares
Change vs previous 13F -33,528 shares
0.01% of the 13F portfolio, value $110,383,360.
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: 160,389 shares
- UBS Group AG: 89,562 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 283,479 shares
Change vs previous 13F +14,830 shares
0.02% of the 13F portfolio, value $144,092,374.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (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: 145,060 shares
- UBS Group AG: 138,419 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 268,649 shares
Change vs previous 13F +88,255 shares
0.01% of the 13F portfolio, value $127,310,075.
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: 130,379 shares
- UBS Group AG: 138,270 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 180,394 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $88,732,200.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 118,860 shares
- UBS Group AG: 61,534 shares
Acceptance time not in the bulk data set (spec §4.2).