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Disclosery

UBS Group AG: HDEF position timeline

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

UBS Group AG held 635,354 HDEF 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 635,354 shares
    Change vs previous 13F -10,548 shares

    <0.01% of the 13F portfolio, value $20,420,278.

    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: 0 shares
    • UBS Group AG: 635,354 shares

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

  2. period ended2026-03-31
    13F 645,902 shares
    Change vs previous 13F +97,724 shares

    <0.01% of the 13F portfolio, value $20,933,683.

    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: 510 shares
    • UBS Group AG: 645,392 shares

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

  3. period ended2025-12-31
    13F 548,178 shares
    Change vs previous 13F -214,056 shares

    <0.01% of the 13F portfolio, value $16,988,036.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 762,234 shares
    Change vs previous 13F -79,828 shares

    <0.01% of the 13F portfolio, value $22,424,924.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 842,062 shares
    Change vs previous 13F -9,911 shares

    0.01% of the 13F portfolio, value $24,301,909.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 851,973 shares
    Change vs previous 13F -8,382 shares

    0.01% of the 13F portfolio, value $23,122,547.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 860,355 shares
    Change vs previous 13F -19,976 shares

    <0.01% of the 13F portfolio, value $20,898,023.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 880,331 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $23,672,100.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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