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UBS Group AG: HDV position timeline

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

UBS Group AG held 7,994,825 HDV 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 7,994,825 shares
    Change vs previous 13F +6,427,283 shares

    0.02% of the 13F portfolio, value $219,138,153.

    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: 15,067 shares
    • UBS Group AG: 7,979,758 shares

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

  2. period ended2026-03-31
    13F 1,567,542 shares
    Change vs previous 13F +104,728 shares

    0.02% of the 13F portfolio, value $212,746,800.

    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: 15,609 shares
    • UBS Group AG: 1,551,933 shares

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

  3. period ended2025-12-31
    13F 1,462,814 shares
    Change vs previous 13F +64,589 shares

    0.02% of the 13F portfolio, value $177,892,811.

    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: 1,739 shares
    • UBS Group AG: 1,461,075 shares

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

  4. period ended2025-09-30
    13F 1,398,225 shares
    Change vs previous 13F -21,145 shares

    0.03% of the 13F portfolio, value $171,212,652.

    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 1,419,370 shares
    Change vs previous 13F -7,403 shares

    0.03% of the 13F portfolio, value $166,307,583.

    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 1,426,773 shares
    Change vs previous 13F -107,100 shares

    0.04% of the 13F portfolio, value $172,810,746.

    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 1,533,873 shares
    Change vs previous 13F +21,849 shares

    0.04% of the 13F portfolio, value $172,192,583.

    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 1,512,024 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $177,844,263.

    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).