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Disclosery

UBS Group AG: XLRE position timeline

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

UBS Group AG held 2,168,213 XLRE 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 2,168,213 shares
    Change vs previous 13F +8,349 shares

    0.01% of the 13F portfolio, value $95,466,419.

    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: 7,240 shares
    • UBS Group AG: 2,160,973 shares

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

  2. period ended2026-03-31
    13F 2,159,864 shares
    Change vs previous 13F +637,806 shares

    0.01% of the 13F portfolio, value $88,187,248.

    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: 104,766 shares
    • UBS Group AG: 2,055,098 shares

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

  3. period ended2025-12-31
    13F 1,522,058 shares
    Change vs previous 13F -512,290 shares

    0.01% of the 13F portfolio, value $61,415,040.

    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: 30,403 shares
    • UBS Group AG: 1,491,655 shares

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

  4. period ended2025-09-30
    13F 2,034,348 shares
    Change vs previous 13F +492,497 shares

    0.02% of the 13F portfolio, value $85,707,081.

    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 1,541,851 shares
    Change vs previous 13F +138,792 shares

    0.01% of the 13F portfolio, value $63,863,468.

    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 1,403,059 shares
    Change vs previous 13F +236,904 shares

    0.01% of the 13F portfolio, value $58,718,019.

    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 1,166,155 shares
    Change vs previous 13F +18,719 shares

    0.01% of the 13F portfolio, value $47,427,524.

    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 1,147,436 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $51,255,966.

    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).