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Disclosery

UBS Group AG: BHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on BHE, newest first. How the timeline and the estimate are built.

UBS Group AG held 157,231 BHE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,231 shares
    Change vs previous 13F -60,391 shares

    <0.01% of the 13F portfolio, value $15,513,981.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 93,698 shares
    • UBS Group AG: 63,533 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 217,622 shares
    Change vs previous 13F +50,862 shares

    <0.01% of the 13F portfolio, value $12,199,890.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 100,771 shares
    • UBS Group AG: 116,851 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 166,760 shares
    Change vs previous 13F +35,072 shares

    <0.01% of the 13F portfolio, value $7,130,657.

    13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 97,919 shares
    • UBS Group AG: 68,841 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,688 shares
    Change vs previous 13F -72,988 shares

    <0.01% of the 13F portfolio, value $5,076,572.

    13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 97,262 shares
    • UBS Group AG: 34,426 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 204,676 shares
    Change vs previous 13F +60,087 shares

    <0.01% of the 13F portfolio, value $7,947,569.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 144,192 shares
    • UBS Group AG: 60,484 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 144,589 shares
    Change vs previous 13F -27,144 shares

    <0.01% of the 13F portfolio, value $5,498,719.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 104,673 shares
    • UBS Group AG: 39,916 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 171,733 shares
    Change vs previous 13F +67,766 shares

    <0.01% of the 13F portfolio, value $7,796,678.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 93,304 shares
    • UBS Group AG: 78,429 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 103,967 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,607,818.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 78,040 shares
    • UBS Group AG: 25,927 shares

    Acceptance time not in the bulk data set (spec §4.2).