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Disclosery

UBS Group AG: FHI position timeline

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

UBS Group AG held 451,220 FHI 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 451,220 shares
    Change vs previous 13F -90,834 shares

    <0.01% of the 13F portfolio, value $24,916,367.

    13F-HR 0001610520-26-000103 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: 148,924 shares
    • UBS Group AG: 302,296 shares

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

  2. period ended2026-03-31
    13F 542,054 shares
    Change vs previous 13F -598,697 shares

    <0.01% of the 13F portfolio, value $30,739,883.

    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: 153,569 shares
    • UBS Group AG: 388,485 shares

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

  3. period ended2025-12-31
    13F 1,140,751 shares
    Change vs previous 13F -84,932 shares

    0.01% of the 13F portfolio, value $59,398,905.

    13F-HR 0001610520-26-000004 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: 156,697 shares
    • UBS Group AG: 984,054 shares

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

  4. period ended2025-09-30
    13F 1,225,683 shares
    Change vs previous 13F -425,051 shares

    0.01% of the 13F portfolio, value $63,649,720.

    13F-HR 0001193125-25-279802 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: 316,067 shares
    • UBS Group AG: 909,616 shares

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

  5. period ended2025-06-30
    13F 1,650,734 shares
    Change vs previous 13F +477,980 shares

    0.01% of the 13F portfolio, value $73,160,529.

    13F-HR 0000950123-25-008111 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: 300,539 shares
    • UBS Group AG: 1,350,195 shares

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

  6. period ended2025-03-31
    13F 1,172,754 shares
    Change vs previous 13F +148,634 shares

    0.01% of the 13F portfolio, value $47,813,182.

    13F-HR 0000950123-25-004922 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: 239,613 shares
    • UBS Group AG: 933,141 shares

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

  7. period ended2024-12-31
    13F 1,024,120 shares
    Change vs previous 13F +454,819 shares

    <0.01% of the 13F portfolio, value $42,101,573.

    13F-HR 0000950123-25-002409 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: 214,653 shares
    • UBS Group AG: 809,467 shares

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

  8. period ended2024-09-30
    13F 569,301 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,933,198.

    13F-HR 0000950123-24-011557 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: 189,689 shares
    • UBS Group AG: 379,612 shares

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