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Disclosery

UBS Group AG: XLE position timeline

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

UBS Group AG held 11,748,484 XLE 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 11,748,484 shares
    Change vs previous 13F -3,013,178 shares

    0.05% of the 13F portfolio, value $623,961,985.

    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: 128,821 shares
    • UBS Group AG: 11,619,663 shares

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

  2. period ended2026-03-31
    13F 14,761,662 shares
    Change vs previous 13F +733,569 shares

    0.09% of the 13F portfolio, value $904,299,414.

    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: 288,873 shares
    • UBS Group AG: 14,472,789 shares

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

  3. period ended2025-12-31
    13F 14,028,093 shares
    Change vs previous 13F +5,949,757 shares

    0.06% of the 13F portfolio, value $627,196,038.

    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: 68,410 shares
    • UBS Group AG: 13,959,683 shares

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

  4. period ended2025-09-30
    13F 8,078,336 shares
    Change vs previous 13F -1,759,439 shares

    0.14% of the 13F portfolio, value $721,718,538.

    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 9,837,775 shares
    Change vs previous 13F +449,368 shares

    0.17% of the 13F portfolio, value $834,341,698.

    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 9,388,407 shares
    Change vs previous 13F -70,405 shares

    0.19% of the 13F portfolio, value $877,346,634.

    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 9,458,812 shares
    Change vs previous 13F +2,205,708 shares

    0.18% of the 13F portfolio, value $810,241,837.

    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 7,253,104 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $636,822,531.

    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: 7,253,104 shares

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