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Disclosery

UBS Group AG: HE position timeline

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

UBS Group AG held 1,853,547 HE 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 1,853,547 shares
    Change vs previous 13F +447,143 shares

    <0.01% of the 13F portfolio, value $25,078,490.

    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: 475,190 shares
    • UBS Group AG: 1,378,357 shares

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

  2. period ended2026-03-31
    13F 1,406,404 shares
    Change vs previous 13F -2,003,115 shares

    <0.01% of the 13F portfolio, value $20,871,035.

    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: 400,442 shares
    • UBS Group AG: 1,005,962 shares

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

  3. period ended2025-12-31
    13F 3,409,519 shares
    Change vs previous 13F -1,352,988 shares

    <0.01% of the 13F portfolio, value $41,937,085.

    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: 373,767 shares
    • UBS Group AG: 3,035,752 shares

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

  4. period ended2025-09-30
    13F 4,762,507 shares
    Change vs previous 13F -1,297,142 shares

    0.01% of the 13F portfolio, value $52,578,076.

    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: 379,705 shares
    • UBS Group AG: 4,382,802 shares

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

  5. period ended2025-06-30
    13F 6,059,649 shares
    Change vs previous 13F +43,600 shares

    0.01% of the 13F portfolio, value $64,414,069.

    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: 644,711 shares
    • UBS Group AG: 5,414,938 shares

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

  6. period ended2025-03-31
    13F 6,016,049 shares
    Change vs previous 13F +2,987,927 shares

    0.01% of the 13F portfolio, value $65,875,736.

    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: 491,366 shares
    • UBS Group AG: 5,524,683 shares

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

  7. period ended2024-12-31
    13F 3,028,122 shares
    Change vs previous 13F +2,561,640 shares

    <0.01% of the 13F portfolio, value $29,463,628.

    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: 359,045 shares
    • UBS Group AG: 2,669,077 shares

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

  8. period ended2024-09-30
    13F 466,482 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,515,544.

    13F-HR 0000950123-24-011473 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: 270,359 shares
    • UBS Group AG: 196,123 shares

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