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Disclosery

UBS Group AG: XEL position timeline

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

UBS Group AG held 5,782,418 XEL 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 5,782,418 shares
    Change vs previous 13F -173,130 shares

    0.04% of the 13F portfolio, value $464,328,182.

    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: 3,103,309 shares
    • UBS Group AG: 2,679,109 shares

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

  2. period ended2026-03-31
    13F 5,955,548 shares
    Change vs previous 13F +928,732 shares

    0.05% of the 13F portfolio, value $473,108,748.

    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: 2,722,871 shares
    • UBS Group AG: 3,232,677 shares

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

  3. period ended2025-12-31
    13F 5,026,816 shares
    Change vs previous 13F -217,995 shares

    0.04% of the 13F portfolio, value $371,280,646.

    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: 2,656,723 shares
    • UBS Group AG: 2,370,093 shares

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

  4. period ended2025-09-30
    13F 5,244,811 shares
    Change vs previous 13F -136,377 shares

    0.04% of the 13F portfolio, value $422,994,025.

    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: 2,248,365 shares
    • UBS Group AG: 2,996,446 shares

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

  5. period ended2025-06-30
    13F 5,381,188 shares
    Change vs previous 13F +828,040 shares

    0.04% of the 13F portfolio, value $366,458,901.

    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: 2,977,092 shares
    • UBS Group AG: 2,404,096 shares

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

  6. period ended2025-03-31
    13F 4,553,148 shares
    Change vs previous 13F -168,344 shares

    0.04% of the 13F portfolio, value $322,317,345.

    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: 2,637,094 shares
    • UBS Group AG: 1,916,054 shares

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

  7. period ended2024-12-31
    13F 4,721,492 shares
    Change vs previous 13F +254,627 shares

    0.04% of the 13F portfolio, value $318,795,139.

    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: 2,514,571 shares
    • UBS Group AG: 2,206,921 shares

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

  8. period ended2024-09-30
    13F 4,466,865 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $291,686,271.

    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: 2,244,375 shares
    • UBS Group AG: 2,222,490 shares

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