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UBS Group AG: XRT position timeline

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

UBS Group AG held 687,789 XRT 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 687,789 shares
    Change vs previous 13F -799,885 shares

    0.01% of the 13F portfolio, value $60,346,607.

    13F-HR 0001610520-26-000103 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).

  2. period ended2026-03-31
    13F 1,487,674 shares
    Change vs previous 13F -97,879 shares

    0.02% of the 13F portfolio, value $119,713,126.

    13F-HR 0001610520-26-000057 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).

  3. period ended2025-12-31
    13F 1,585,553 shares
    Change vs previous 13F +720,636 shares

    0.03% of the 13F portfolio, value $135,231,816.

    13F-HR 0001610520-26-000004 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).

  4. period ended2025-09-30
    13F 864,917 shares
    Change vs previous 13F -176,707 shares

    0.01% of the 13F portfolio, value $74,538,547.

    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 1,041,624 shares
    Change vs previous 13F -529,486 shares

    0.02% of the 13F portfolio, value $80,267,545.

    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 1,571,110 shares
    Change vs previous 13F +1,219,341 shares

    0.02% of the 13F portfolio, value $108,547,990.

    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 351,769 shares
    Change vs previous 13F -133,825 shares

    0.01% of the 13F portfolio, value $27,997,295.

    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 485,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $37,725,797.

    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).