Morningstar, Inc.

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC MORN

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/13/2026

Shares

69,032

Value ($000)

15,001

Weight

0.0%

2013 Q4 - 2025 Q4 (27 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/13/2026	15,001	0.0%	69,032	12/31/2025
2025 Q3	11/14/2025	17,343	0.0%	74,751	9/30/2025
2025 Q2	8/14/2025	41,231	0.0%	131,338	6/30/2025
2025 Q1	5/19/2025	32,763	0.0%	109,257	3/31/2025
2024 Q4	2/14/2025	33,116	0.0%	98,337	12/31/2024
2024 Q3	11/14/2024	28,299	0.0%	88,679	9/30/2024
2024 Q2	8/14/2024	24,400	0.0%	82,474	6/30/2024
2024 Q1	5/15/2024	15,722	0.0%	50,984	3/31/2024
2023 Q4	2/14/2024	13,426	0.0%	46,904	12/31/2023
2023 Q3	11/13/2023	10,342	0.0%	44,150	9/30/2023
2023 Q2	8/11/2023	8,770	0.0%	43,197	6/30/2023
2023 Q1	5/15/2023	8,770	0.0%	43,197	3/31/2023
2022 Q4	2/14/2023	8,992	0.0%	41,518	12/31/2022
2022 Q3	11/14/2022	9,249	0.0%	43,563	9/30/2022
2022 Q2	8/12/2022	10,374	0.0%	42,898	6/30/2022
2022 Q1	5/16/2022	11,982	0.0%	43,863	3/31/2022
2021 Q4	2/14/2022	14,724	0.0%	43,054	12/31/2021
2021 Q3	11/15/2021	10,854	0.0%	41,902	9/30/2021
2021 Q2	8/16/2021	10,543	0.0%	41,005	6/30/2021
2021 Q1	5/14/2021	8,768	0.0%	38,960	3/31/2021
2020 Q4	3/1/2021	8,884	0.0%	38,366	12/31/2020
2020 Q3	11/13/2020	4,700	0.0%	29,263	9/30/2020
2020 Q2	8/14/2020	4,184	0.0%	29,677	6/30/2020
2020 Q1	5/15/2020	3,520	0.0%	30,279	3/31/2020
2019 Q4	2/14/2020	4,018	0.0%	26,556	12/31/2019
2014 Q1	5/23/2014	868	0.0%	10,992	3/31/2014
2013 Q4	1/31/2014	859	0.0%	10,992	12/31/2013