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Disclosery

UBS Group AG: XLV position timeline

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

UBS Group AG held 5,166,941 XLV 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 5,166,941 shares
    Change vs previous 13F +434,509 shares

    0.07% of the 13F portfolio, value $819,786,859.

    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: 28,630 shares
    • UBS Group AG: 5,138,311 shares

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

  2. period ended2026-03-31
    13F 4,732,432 shares
    Change vs previous 13F -45,047 shares

    0.07% of the 13F portfolio, value $693,821,856.

    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: 204,351 shares
    • UBS Group AG: 4,528,081 shares

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

  3. period ended2025-12-31
    13F 4,777,479 shares
    Change vs previous 13F +1,033,521 shares

    0.08% of the 13F portfolio, value $739,553,749.

    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: 55,735 shares
    • UBS Group AG: 4,721,744 shares

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

  4. period ended2025-09-30
    13F 3,743,958 shares
    Change vs previous 13F +470,812 shares

    0.1% of the 13F portfolio, value $521,046,634.

    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 3,273,146 shares
    Change vs previous 13F -766,393 shares

    0.09% of the 13F portfolio, value $441,187,349.

    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 4,039,539 shares
    Change vs previous 13F +564,005 shares

    0.13% of the 13F portfolio, value $589,813,089.

    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 3,475,534 shares
    Change vs previous 13F -83,550 shares

    0.11% of the 13F portfolio, value $478,129,212.

    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: 0 shares
    • UBS Group AG: 3,475,534 shares

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

  8. period ended2024-09-30
    13F 3,559,084 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $548,170,118.

    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: 13,110 shares
    • UBS Group AG: 3,545,974 shares

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