UBS Group (NYSE: UBS) 13F shows 24,019 positions across 12 included managers
Filing Impact
Filing Sentiment
Form Type
13F-HR
Rhea-AI Filing Summary
UBS Group filed a Form 13F-HR combination report as an institutional investment manager, signed by Andrew Johnson as Head Group Shareholding Reporting AMER. The filing reports 24,019 line items in the Form 13F information table with an aggregate reported value of $616,682,639,290, rounded to the nearest dollar.
The report lists 12 other included managers, such as UBS Financial Services Inc, UBS AG, UBS Switzerland AG, UBS Europe SE, and others across multiple regions. It also identifies additional managers reporting for this manager, including UBS, a distinct business unit of UBS Asset Management Americas LLC, and OCONNOR, a distinct business unit of UBS Asset Management Americas (LLC).
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FAQ
What does the UBS (UBS) latest Form 13F-HR filing report?
UBS Group’s Form 13F-HR reports its institutional investment holdings. The filing shows 24,019 reported positions with a total reported value of $616,682,639,290, rounded to the nearest dollar, in a combination report structure with other managers involved.
How many holdings does UBS (UBS) report in its current 13F filing?
The UBS Group Form 13F-HR reports 24,019 entries in its information table. Each entry represents a reportable position held by UBS Group or its included managers under 13F reporting requirements for institutional investment managers.
What is the total reported value of UBS (UBS) holdings in the 13F-HR?
UBS Group’s Form 13F-HR lists a Form 13F Information Table Value Total of $616,682,639,290. This figure, rounded to the nearest dollar, reflects the aggregate reported value of all 24,019 Section 13(f) reportable positions included in the filing.
Is the UBS (UBS) 13F-HR a holdings, notice, or combination report?
UBS Group’s current Form 13F-HR is marked as a 13F Combination Report. This means a portion of the holdings are reported directly in this report, while another portion is reported by other institutional investment managers identified in the filing.
Who signed the latest UBS (UBS) Form 13F-HR and in what capacity?
The Form 13F-HR was signed by Andrew Johnson in Nashville, Tennessee. He signed in his role as Head Group Shareholding Reporting AMER, representing that he is authorized and that the report is true, correct, and complete.
How many other managers are included in UBS (UBS) 13F reporting?
The UBS Group Form 13F Summary Page lists 12 other included managers. These include entities such as UBS Financial Services Inc, UBS AG, UBS Switzerland AG, UBS Europe SE, UBS Bank (Canada), and several other UBS-branded affiliates.