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Disclosery

UBS Group AG: XP position timeline

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

UBS Group AG held 1,733,537 XP 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 1,733,537 shares
    Change vs previous 13F -2,682,456 shares

    <0.01% of the 13F portfolio, value $28,187,312.

    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: 8,734 shares
    • UBS Group AG: 1,724,803 shares

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

  2. period ended2026-03-31
    13F 4,415,993 shares
    Change vs previous 13F +583,467 shares

    0.01% of the 13F portfolio, value $84,080,507.

    13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,942,485 shares
    • UBS Group AG: 1,473,508 shares

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

  3. period ended2025-12-31
    13F 3,832,526 shares
    Change vs previous 13F +3,122,194 shares

    0.01% of the 13F portfolio, value $62,738,451.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,391,289 shares
    • UBS Group AG: 1,441,237 shares

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

  4. period ended2025-09-30
    13F 710,332 shares
    Change vs previous 13F -2,506,033 shares

    <0.01% of the 13F portfolio, value $13,347,139.

    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: 710,332 shares

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

  5. period ended2025-06-30
    13F 3,216,365 shares
    Change vs previous 13F +269,705 shares

    0.01% of the 13F portfolio, value $64,970,575.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,757,858 shares
    • UBS Group AG: 458,507 shares

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

  6. period ended2025-03-31
    13F 2,946,660 shares
    Change vs previous 13F -157,713 shares

    <0.01% of the 13F portfolio, value $40,516,577.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,629,575 shares
    • UBS Group AG: 317,085 shares

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

  7. period ended2024-12-31
    13F 3,104,373 shares
    Change vs previous 13F +1,175,721 shares

    <0.01% of the 13F portfolio, value $36,786,819.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 2,393,101 shares
    • UBS Group AG: 711,272 shares

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

  8. period ended2024-09-30
    13F 1,928,652 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $34,600,017.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 1,697,264 shares
    • UBS Group AG: 231,388 shares

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