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Disclosery

UBS Group AG: XLU position timeline

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

UBS Group AG held 10,816,579 XLU 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 10,816,579 shares
    Change vs previous 13F -7,094,342 shares

    0.04% of the 13F portfolio, value $490,423,692.

    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: 1,278,904 shares
    • UBS Group AG: 9,537,675 shares

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

  2. period ended2026-03-31
    13F 17,910,921 shares
    Change vs previous 13F +8,874,976 shares

    0.08% of the 13F portfolio, value $821,932,165.

    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: 1,751,137 shares
    • UBS Group AG: 16,159,784 shares

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

  3. period ended2025-12-31
    13F 9,035,945 shares
    Change vs previous 13F +4,544,226 shares

    0.04% of the 13F portfolio, value $385,744,492.

    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: 70,052 shares
    • UBS Group AG: 8,965,893 shares

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

  4. period ended2025-09-30
    13F 4,491,719 shares
    Change vs previous 13F +362,521 shares

    0.08% of the 13F portfolio, value $391,722,815.

    13F-HR 0001193125-25-279802 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: 4,491,719 shares

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

  5. period ended2025-06-30
    13F 4,129,198 shares
    Change vs previous 13F +588,627 shares

    0.03% of the 13F portfolio, value $337,190,309.

    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: 605,907 shares
    • UBS Group AG: 3,523,291 shares

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

  6. period ended2025-03-31
    13F 3,540,571 shares
    Change vs previous 13F -540,605 shares

    0.06% of the 13F portfolio, value $279,174,024.

    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 4,081,176 shares
    Change vs previous 13F +1,375,911 shares

    0.07% of the 13F portfolio, value $308,904,212.

    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 2,705,265 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $218,531,307.

    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: 2,705,265 shares

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