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Disclosery

UBS Group AG: XLB position timeline

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

UBS Group AG held 2,796,732 XLB 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 2,796,732 shares
    Change vs previous 13F -57,792 shares

    0.01% of the 13F portfolio, value $142,157,887.

    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: 9,857 shares
    • UBS Group AG: 2,786,875 shares

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

  2. period ended2026-03-31
    13F 2,854,524 shares
    Change vs previous 13F +879,173 shares

    0.01% of the 13F portfolio, value $142,640,564.

    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: 119,718 shares
    • UBS Group AG: 2,734,806 shares

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

  3. period ended2025-12-31
    13F 1,975,351 shares
    Change vs previous 13F +1,100,985 shares

    0.01% of the 13F portfolio, value $89,582,169.

    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: 32,164 shares
    • UBS Group AG: 1,943,187 shares

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

  4. period ended2025-09-30
    13F 874,366 shares
    Change vs previous 13F -196,642 shares

    0.02% of the 13F portfolio, value $78,360,681.

    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 1,071,008 shares
    Change vs previous 13F +102,686 shares

    0.02% of the 13F portfolio, value $94,045,213.

    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 968,322 shares
    Change vs previous 13F -387,107 shares

    0.02% of the 13F portfolio, value $83,256,326.

    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 1,355,429 shares
    Change vs previous 13F +391,317 shares

    0.03% of the 13F portfolio, value $114,045,796.

    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 964,112 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $92,921,115.

    13F-HR 0000950123-24-011557 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: 0 shares
    • UBS Group AG: 964,112 shares

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