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Disclosery

UBS Group AG: HASI position timeline

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

UBS Group AG held 2,575,737 HASI 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 2,575,737 shares
    Change vs previous 13F +1,424,699 shares

    0.01% of the 13F portfolio, value $100,582,531.

    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: 1,534,959 shares
    • UBS Group AG: 1,040,778 shares

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

  2. period ended2026-03-31
    13F 1,151,038 shares
    Change vs previous 13F +72,479 shares

    <0.01% of the 13F portfolio, value $42,300,647.

    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: 4,880 shares
    • UBS Group AG: 1,146,158 shares

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

  3. period ended2025-12-31
    13F 1,078,559 shares
    Change vs previous 13F -2,260,044 shares

    <0.01% of the 13F portfolio, value $33,899,109.

    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: 1,623 shares
    • UBS Group AG: 1,076,936 shares

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

  4. period ended2025-09-30
    13F 3,338,603 shares
    Change vs previous 13F +1,882,107 shares

    0.01% of the 13F portfolio, value $102,495,114.

    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: 1,903,532 shares
    • UBS Group AG: 1,435,071 shares

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

  5. period ended2025-06-30
    13F 1,456,496 shares
    Change vs previous 13F -1,687,344 shares

    <0.01% of the 13F portfolio, value $39,121,483.

    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: 137,439 shares
    • UBS Group AG: 1,319,057 shares

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

  6. period ended2025-03-31
    13F 3,143,840 shares
    Change vs previous 13F +1,764,662 shares

    0.01% of the 13F portfolio, value $91,925,882.

    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: 1,997,416 shares
    • UBS Group AG: 1,146,424 shares

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

  7. period ended2024-12-31
    13F 1,379,178 shares
    Change vs previous 13F +157,750 shares

    <0.01% of the 13F portfolio, value $37,003,346.

    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: 369,234 shares
    • UBS Group AG: 1,009,944 shares

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

  8. period ended2024-09-30
    13F 1,221,428 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $42,102,623.

    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: 497,203 shares
    • UBS Group AG: 724,225 shares

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