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Disclosery

UBS Group AG: XLF position timeline

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

UBS Group AG held 20,709,140 XLF 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 20,709,140 shares
    Change vs previous 13F +1,505,639 shares

    0.09% of the 13F portfolio, value $1,110,216,997.

    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: 100,870 shares
    • UBS Group AG: 20,608,270 shares

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

  2. period ended2026-03-31
    13F 19,203,501 shares
    Change vs previous 13F +4,559,391 shares

    0.09% of the 13F portfolio, value $948,076,845.

    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: 797,861 shares
    • UBS Group AG: 18,405,640 shares

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

  3. period ended2025-12-31
    13F 14,644,110 shares
    Change vs previous 13F -525,464 shares

    0.08% of the 13F portfolio, value $802,057,906.

    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: 214,461 shares
    • UBS Group AG: 14,429,649 shares

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

  4. period ended2025-09-30
    13F 15,169,574 shares
    Change vs previous 13F +1,803,310 shares

    0.16% of the 13F portfolio, value $817,184,953.

    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 13,366,264 shares
    Change vs previous 13F -2,461,728 shares

    0.15% of the 13F portfolio, value $699,991,245.

    13F-HR 0000950123-25-008111 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: 13,366,264 shares

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

  6. period ended2025-03-31
    13F 15,827,992 shares
    Change vs previous 13F +2,404,111 shares

    0.09% of the 13F portfolio, value $788,392,281.

    13F-HR 0000950123-25-004922 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: 138,614 shares
    • UBS Group AG: 15,689,378 shares

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

  7. period ended2024-12-31
    13F 13,423,881 shares
    Change vs previous 13F +471,680 shares

    0.07% of the 13F portfolio, value $648,776,169.

    13F-HR 0000950123-25-002409 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: 85,000 shares
    • UBS Group AG: 13,338,881 shares

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

  8. period ended2024-09-30
    13F 12,952,201 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $586,993,750.

    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).