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Disclosery

UBS Group AG: WTRG position timeline

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

UBS Group AG held 2,658,419 WTRG 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 2,658,419 shares
    Change vs previous 13F +497,530 shares

    0.01% of the 13F portfolio, value $101,844,033.

    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: 1,133,353 shares
    • UBS Group AG: 1,525,066 shares

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

  2. period ended2026-03-31
    13F 2,160,889 shares
    Change vs previous 13F -1,225,862 shares

    0.01% of the 13F portfolio, value $87,019,000.

    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: 1,084,137 shares
    • UBS Group AG: 1,076,752 shares

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

  3. period ended2025-12-31
    13F 3,386,751 shares
    Change vs previous 13F -331,746 shares

    0.01% of the 13F portfolio, value $129,915,768.

    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: 2,281,749 shares
    • UBS Group AG: 1,105,002 shares

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

  4. period ended2025-09-30
    13F 3,718,497 shares
    Change vs previous 13F -688,318 shares

    0.02% of the 13F portfolio, value $148,368,032.

    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: 2,376,018 shares
    • UBS Group AG: 1,342,479 shares

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

  5. period ended2025-06-30
    13F 4,406,815 shares
    Change vs previous 13F +341,360 shares

    0.02% of the 13F portfolio, value $163,669,109.

    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: 2,852,839 shares
    • UBS Group AG: 1,553,976 shares

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

  6. period ended2025-03-31
    13F 4,065,455 shares
    Change vs previous 13F +233,987 shares

    0.02% of the 13F portfolio, value $160,707,438.

    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: 2,438,783 shares
    • UBS Group AG: 1,626,672 shares

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

  7. period ended2024-12-31
    13F 3,831,468 shares
    Change vs previous 13F +886,345 shares

    0.02% of the 13F portfolio, value $139,158,918.

    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: 2,346,671 shares
    • UBS Group AG: 1,484,797 shares

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

  8. period ended2024-09-30
    13F 2,945,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $113,593,394.

    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: 2,154,215 shares
    • UBS Group AG: 790,908 shares

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