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Disclosery

UBS Group AG: XLP position timeline

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

UBS Group AG held 5,664,096 XLP 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 5,664,096 shares
    Change vs previous 13F -190,330 shares

    0.04% of the 13F portfolio, value $470,516,454.

    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: 15,656 shares
    • UBS Group AG: 5,648,440 shares

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

  2. period ended2026-03-31
    13F 5,854,426 shares
    Change vs previous 13F +427,357 shares

    0.05% of the 13F portfolio, value $479,945,844.

    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: 166,481 shares
    • UBS Group AG: 5,687,945 shares

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

  3. period ended2025-12-31
    13F 5,427,069 shares
    Change vs previous 13F +1,282,074 shares

    0.04% of the 13F portfolio, value $421,574,720.

    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: 42,561 shares
    • UBS Group AG: 5,384,508 shares

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

  4. period ended2025-09-30
    13F 4,144,995 shares
    Change vs previous 13F +927,655 shares

    0.06% of the 13F portfolio, value $324,843,258.

    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 3,217,340 shares
    Change vs previous 13F -911,668 shares

    0.05% of the 13F portfolio, value $260,508,020.

    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 4,129,008 shares
    Change vs previous 13F +1,273,110 shares

    0.07% of the 13F portfolio, value $337,216,082.

    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 2,855,898 shares
    Change vs previous 13F -88,871 shares

    0.05% of the 13F portfolio, value $224,502,143.

    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 2,944,769 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $244,415,827.

    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: 2,944,769 shares

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