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Disclosery

UBS Group AG: WTI position timeline

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

UBS Group AG held 426,459 WTI 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 426,459 shares
    Change vs previous 13F -223,765 shares

    <0.01% of the 13F portfolio, value $1,343,346.

    13F-HR 0001610520-26-000103 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: 5,285 shares
    • UBS Group AG: 421,174 shares

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

  2. period ended2026-03-31
    13F 650,224 shares
    Change vs previous 13F -1,755,085 shares

    <0.01% of the 13F portfolio, value $2,217,264.

    13F-HR 0001610520-26-000057 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: 5,285 shares
    • UBS Group AG: 644,939 shares

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

  3. period ended2025-12-31
    13F 2,405,309 shares
    Change vs previous 13F +1,906,498 shares

    <0.01% of the 13F portfolio, value $3,920,654.

    13F-HR 0001610520-26-000004 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: 5,285 shares
    • UBS Group AG: 2,400,024 shares

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

  4. period ended2025-09-30
    13F 498,811 shares
    Change vs previous 13F -188,507 shares

    <0.01% of the 13F portfolio, value $907,836.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 687,318 shares
    Change vs previous 13F -11,075 shares

    <0.01% of the 13F portfolio, value $1,134,074.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 698,393 shares
    Change vs previous 13F +123,247 shares

    <0.01% of the 13F portfolio, value $1,082,510.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 575,146 shares
    Change vs previous 13F +499,976 shares

    <0.01% of the 13F portfolio, value $954,743.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 75,170 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $161,616.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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