UBS Group AG: HALO position timeline

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

UBS Group AG held 1,848,696 HALO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,848,696 shares
Change vs previous 13F +406,662 shares
0.01% of the 13F portfolio, value $144,697,436.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 356,472 shares
- UBS Group AG: 1,492,224 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,442,034 shares
Change vs previous 13F -657,171 shares
0.01% of the 13F portfolio, value $93,198,656.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 528,031 shares
- UBS Group AG: 914,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,099,205 shares
Change vs previous 13F -1,173,513 shares
0.01% of the 13F portfolio, value $141,276,496.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 733,562 shares
- UBS Group AG: 1,365,643 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,272,718 shares
Change vs previous 13F +1,251,987 shares
0.02% of the 13F portfolio, value $240,021,137.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 326,967 shares
- UBS Group AG: 2,945,751 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,020,731 shares
Change vs previous 13F +1,253,238 shares
0.01% of the 13F portfolio, value $105,118,427.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 496,344 shares
- UBS Group AG: 1,524,387 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 767,493 shares
Change vs previous 13F -241,156 shares
0.01% of the 13F portfolio, value $48,973,727.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 416,262 shares
- UBS Group AG: 351,231 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,008,649 shares
Change vs previous 13F +255,290 shares
0.01% of the 13F portfolio, value $48,223,508.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 389,875 shares
- UBS Group AG: 618,774 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 753,359 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $43,122,268.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 397,833 shares
- UBS Group AG: 355,526 shares
Acceptance time not in the bulk data set (spec §4.2).