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Disclosery

UBS Group AG: XLI position timeline

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

UBS Group AG held 4,652,324 XLI 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 4,652,324 shares
    Change vs previous 13F -510,747 shares

    0.07% of the 13F portfolio, value $861,749,975.

    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: 23,704 shares
    • UBS Group AG: 4,628,620 shares

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

  2. period ended2026-03-31
    13F 5,163,071 shares
    Change vs previous 13F +1,244,201 shares

    0.08% of the 13F portfolio, value $835,023,473.

    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: 190,075 shares
    • UBS Group AG: 4,972,996 shares

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

  3. period ended2025-12-31
    13F 3,918,870 shares
    Change vs previous 13F -55,699 shares

    0.06% of the 13F portfolio, value $607,895,114.

    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: 52,568 shares
    • UBS Group AG: 3,866,302 shares

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

  4. period ended2025-09-30
    13F 3,974,569 shares
    Change vs previous 13F -271,726 shares

    0.12% of the 13F portfolio, value $612,997,777.

    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 4,246,295 shares
    Change vs previous 13F -1,134,296 shares

    0.13% of the 13F portfolio, value $626,413,440.

    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: 4,246,295 shares

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

  6. period ended2025-03-31
    13F 5,380,591 shares
    Change vs previous 13F -1,490,375 shares

    0.08% of the 13F portfolio, value $705,234,062.

    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: 3,300 shares
    • UBS Group AG: 5,377,291 shares

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

  7. period ended2024-12-31
    13F 6,870,966 shares
    Change vs previous 13F +3,259,045 shares

    0.1% of the 13F portfolio, value $905,318,480.

    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: 9,800 shares
    • UBS Group AG: 6,861,166 shares

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

  8. period ended2024-09-30
    13F 3,611,921 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $489,198,580.

    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: 9,800 shares
    • UBS Group AG: 3,602,121 shares

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