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

What happened

UBS Asset Management made a public disclosure on 2 November 2026 about interests in Prologis Inc, filed under Rule 8.3 of the Takeover Code. The form states UBS is also disclosing in respect of SEGRO plc as another party to the offer.

Confirmed

Global impact / market context

A Rule 8.3 filing shows a large holder has a stake of 1% or more in a company involved in a takeover situation. This signals UBS has a position in Prologis while a SEGRO-related offer is live, so its dealing choices can matter to how the bid unfolds.

Analyst inference

Takeover Code disclosures give investors a public record of large holders' positions during an offer period. Because UBS names SEGRO as another party, the filing points to a live deal involving Prologis and SEGRO, which can shape expectations for both companies' shares.

Analyst inference

What to watch

1. The form states the position was held or dealt on 2 November 2026 and lists Prologis Inc as the offeror or offeree to which the relevant securities relate. Confirmed
2. Future filings could show whether UBS adds to or reduces its Prologis position, which would indicate how it views the SEGRO-linked offer. Proposed
3. Watch for further Rule 8.3 disclosures naming SEGRO, since more large-holder filings would show wider investor positioning around the possible deal. Analyst inference

Evidence

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