REG - UBS Asset Management Prologis, Inc. - Form 8.3 PROLOGIS INC

What happened

UBS Asset Management disclosed a public opening position on 29 October 2026 in Prologis Inc under Rule 8.3 of the Takeover Code, which requires disclosure by persons with interests in relevant securities representing 1% or more, and also disclosed a position relating to SEGRO plc.

Confirmed

Global impact / market context

The filing shows a large asset manager holds stakes in both sides of a potential deal involving Prologis and SEGRO. That matters because such holdings can influence voting outcomes, merger approvals and how shares trade as investors weigh the chances of a transaction completing.

Analyst inference

Rule 8.3 disclosures mean a takeover situation is active, so attention centers on whether Prologis and SEGRO reach a deal, on regulatory reviews, and on how UBS Asset Management's positions might shape voting and share price moves around deal news.

Analyst inference

What to watch

1. UBS Asset Management filed this position disclosure dated 29 October 2026 for Prologis Inc under Rule 8.3 of the Takeover Code and also disclosed a position relating to SEGRO plc. Confirmed
2. Watch for any formal offer or scheme document from Prologis or SEGRO, which would set out deal terms, expected cost savings, and a timetable for shareholder votes on the combination. Proposed
3. Monitor later Rule 8.3 filings from UBS Asset Management and other large holders to see whether their Prologis and SEGRO positions increase or decrease as deal certainty changes. Analyst inference

Evidence

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