UBS Group AG: HEI position timeline

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

UBS Group AG held 1,920,945 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 1,920,945 shares
Change vs previous 13F +465,937 shares
0.06% of the 13F portfolio, value $684,221,401.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 550,942 shares
- UBS Group AG: 1,370,003 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,455,008 shares
Change vs previous 13F -53,875 shares
0.04% of the 13F portfolio, value $398,963,193.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 555,778 shares
- UBS Group AG: 899,230 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,508,883 shares
Change vs previous 13F +321,960 shares
0.05% of the 13F portfolio, value $488,259,450.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 614,186 shares
- UBS Group AG: 894,697 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,186,923 shares
Change vs previous 13F -261,782 shares
0.04% of the 13F portfolio, value $383,162,485.
13F-HR 0001193125-25-282311 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 626,719 shares
- UBS Group AG: 560,204 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,448,705 shares
Change vs previous 13F +57,353 shares
0.05% of the 13F portfolio, value $475,175,240.
13F-HR 0000950123-25-008111 filed by UBS Group AG
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 715,159 shares
- UBS Group AG: 733,546 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,391,352 shares
Change vs previous 13F +51,058 shares
0.04% of the 13F portfolio, value $371,755,341.
13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 948,924 shares
- UBS Group AG: 442,428 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,340,294 shares
Change vs previous 13F +626,615 shares
0.04% of the 13F portfolio, value $318,641,498.
13F-HR 0000950123-25-002409 filed by UBS Group AG
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 493,676 shares
- UBS Group AG: 846,618 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 713,679 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $186,612,782.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 493,755 shares
- UBS Group AG: 219,924 shares
Acceptance time not in the bulk data set (spec §4.2).