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Disclosery

UBS Group AG: XYZ position timeline

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

UBS Group AG held 4,879,158 XYZ 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 4,879,158 shares
    Change vs previous 13F -1,596,440 shares

    0.03% of the 13F portfolio, value $370,816,008.

    13F-HR 0000861177-26-000004 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: 2,786,799 shares
    • UBS Group AG: 2,092,359 shares

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

  2. period ended2026-03-31
    13F 6,475,598 shares
    Change vs previous 13F +690,231 shares

    0.04% of the 13F portfolio, value $389,701,488.

    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: 2,880,867 shares
    • UBS Group AG: 3,594,731 shares

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

  3. period ended2025-12-31
    13F 5,785,367 shares
    Change vs previous 13F -626,244 shares

    0.04% of the 13F portfolio, value $376,569,539.

    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: 2,698,792 shares
    • UBS Group AG: 3,086,575 shares

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

  4. period ended2025-09-30
    13F 6,411,611 shares
    Change vs previous 13F +1,058,146 shares

    0.05% of the 13F portfolio, value $463,367,127.

    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: 2,800,487 shares
    • UBS Group AG: 3,611,124 shares

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

  5. period ended2025-06-30
    13F 5,353,465 shares
    Change vs previous 13F -724,364 shares

    0.04% of the 13F portfolio, value $363,660,876.

    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: 3,436,502 shares
    • UBS Group AG: 1,916,963 shares

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

  6. period ended2025-03-31
    13F 6,077,829 shares
    Change vs previous 13F -400,999 shares

    0.04% of the 13F portfolio, value $330,208,450.

    13F-HR 0000950123-25-004922 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: 2,852,339 shares
    • UBS Group AG: 3,225,490 shares

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

  7. period ended2024-12-31
    13F 6,478,828 shares
    Change vs previous 13F +1,987,545 shares

    0.06% of the 13F portfolio, value $550,635,593.

    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: 2,984,955 shares
    • UBS Group AG: 3,493,873 shares

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

  8. period ended2024-09-30
    13F 4,491,283 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $301,499,827.

    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: 2,409,979 shares
    • UBS Group AG: 2,081,304 shares

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