UBS Group AG: ZION position timeline

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

UBS Group AG held 1,235,437 ZION shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,235,437 shares
Change vs previous 13F +473,221 shares
0.01% of the 13F portfolio, value $85,479,886.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 417,138 shares
- UBS Group AG: 818,299 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 762,216 shares
Change vs previous 13F -376,705 shares
<0.01% of the 13F portfolio, value $43,918,887.
13F-HR 0000861177-26-000003 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 420,630 shares
- UBS Group AG: 341,586 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,138,921 shares
Change vs previous 13F +71,977 shares
0.01% of the 13F portfolio, value $66,672,436.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 417,491 shares
- UBS Group AG: 721,430 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,066,944 shares
Change vs previous 13F -266,413 shares
0.01% of the 13F portfolio, value $60,367,689.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 421,036 shares
- UBS Group AG: 645,908 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,333,357 shares
Change vs previous 13F -427,009 shares
0.01% of the 13F portfolio, value $69,254,565.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 668,000 shares
- UBS Group AG: 665,357 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,760,366 shares
Change vs previous 13F +644,227 shares
0.01% of the 13F portfolio, value $87,771,847.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 504,860 shares
- UBS Group AG: 1,255,506 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,116,139 shares
Change vs previous 13F +160,740 shares
0.01% of the 13F portfolio, value $60,550,542.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 502,201 shares
- UBS Group AG: 613,938 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 955,399 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $45,113,940.
13F-HR 0000950123-24-011557 filed by UBS Group AG
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 430,406 shares
- UBS Group AG: 524,993 shares
Acceptance time not in the bulk data set (spec §4.2).