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Disclosery

UBS Group AG: HEFA position timeline

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

UBS Group AG held 554,482 HEFA 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 554,482 shares
    Change vs previous 13F +35,099 shares

    <0.01% of the 13F portfolio, value $26,019,068.

    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: 3,122 shares
    • UBS Group AG: 551,360 shares

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

  2. period ended2026-03-31
    13F 519,383 shares
    Change vs previous 13F -487,247 shares

    <0.01% of the 13F portfolio, value $22,071,180.

    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: 9,002 shares
    • UBS Group AG: 510,381 shares

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

  3. period ended2025-12-31
    13F 1,006,630 shares
    Change vs previous 13F -14,259 shares

    <0.01% of the 13F portfolio, value $41,634,217.

    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: 1,289 shares
    • UBS Group AG: 1,005,341 shares

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

  4. period ended2025-09-30
    13F 1,020,889 shares
    Change vs previous 13F +17,714 shares

    0.01% of the 13F portfolio, value $40,437,413.

    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 1,003,175 shares
    Change vs previous 13F -196,261 shares

    0.01% of the 13F portfolio, value $38,080,523.

    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 1,199,436 shares
    Change vs previous 13F +722,157 shares

    0.01% of the 13F portfolio, value $43,527,532.

    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 477,279 shares
    Change vs previous 13F -90,013 shares

    <0.01% of the 13F portfolio, value $16,585,445.

    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 567,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $20,093,483.

    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).