SPYU β€” BANK MONTREAL MEDIUM

Ownership history in UBS Group AG  Β·  6 quarters on record

AI Ownership Summary

UBS Group AG reported BANK MONTREAL MEDIUM (SPYU) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q4. The latest visible filing shows SPYU at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPYU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in BANK MONTREAL MEDIUM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SPYU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held SPYU β€” position size vs. price
% of Fund (quarterly)    SPYU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 396 +352 +800.0% 0.00% $22K 2026-02-14 (Est.) $26.20
2025 Q3 REDUCED 44 -725 -94.3% 0.00% $2K 2025-11-13 $26.77
2025 Q2 ADDED 769 +473 +159.8% 0.00% $33K 2025-08-14 $24.58
2024 Q4 REDUCED 296 -30,435 -99.0% 0.00% $14K 2025-02-14 $26.05
2024 Q3 ADDED 30,731 +11,764 +62.0% 0.00% $1.4M 2024-11-14 $25.50
2024 Q2 INITIATED 18,967 β€” β€” 0.00% $799K 2024-08-14 $19.67

FAQ About UBS Group AG and SPYU

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning SPYU?

UBS Group AG reported SPYU across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported SPYU position in UBS Group AG's portfolio?

The largest reported portfolio weight for SPYU was 0.00% in 2024 Q3.

What is the latest reported SPYU position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 396 shares, equal to 0.00% of portfolio, with an estimated market value of $22K.

What does the chart on this SPYU ownership page compare?

The chart compares UBS Group AG's quarterly SPYU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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