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Disclosery

UBS Group AG: HEI-A position timeline

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

UBS Group AG held 562,894 HEI-A 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 562,894 shares
    Change vs previous 13F -321,811 shares

    0.01% of the 13F portfolio, value $145,175,992.

    13F-HR 0000861177-26-000004 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: 383,056 shares
    • UBS Group AG: 179,838 shares

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

  2. period ended2026-03-31
    13F 884,705 shares
    Change vs previous 13F +175,241 shares

    0.02% of the 13F portfolio, value $186,752,378.

    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: 386,013 shares
    • UBS Group AG: 498,692 shares

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

  3. period ended2025-12-31
    13F 709,464 shares
    Change vs previous 13F -108,179 shares

    0.02% of the 13F portfolio, value $179,089,997.

    13F-HR 0000861177-26-000001 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: 372,087 shares
    • UBS Group AG: 337,377 shares

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

  4. period ended2025-09-30
    13F 817,643 shares
    Change vs previous 13F +117,385 shares

    0.02% of the 13F portfolio, value $207,754,910.

    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: 373,758 shares
    • UBS Group AG: 443,885 shares

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

  5. period ended2025-06-30
    13F 700,258 shares
    Change vs previous 13F +93,749 shares

    0.02% of the 13F portfolio, value $181,191,760.

    13F-HR 0000950123-25-008300 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: 467,971 shares
    • UBS Group AG: 232,287 shares

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

  6. period ended2025-03-31
    13F 606,509 shares
    Change vs previous 13F -76,279 shares

    0.02% of the 13F portfolio, value $127,955,203.

    13F-HR 0000950123-25-005812 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: 416,750 shares
    • UBS Group AG: 189,759 shares

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

  7. period ended2024-12-31
    13F 682,788 shares
    Change vs previous 13F +202,626 shares

    0.01% of the 13F portfolio, value $127,053,190.

    13F-HR 0000950123-25-002466 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: 395,762 shares
    • UBS Group AG: 287,026 shares

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

  8. period ended2024-09-30
    13F 480,162 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $97,837,809.

    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: 336,486 shares
    • UBS Group AG: 143,676 shares

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