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Disclosery

UBS Group AG: HELE position timeline

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

UBS Group AG held 115,992 HELE 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 115,992 shares
    Change vs previous 13F +47,322 shares

    <0.01% of the 13F portfolio, value $3,371,887.

    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: 20 shares
    • UBS Group AG: 115,972 shares

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

  2. period ended2026-03-31
    13F 68,670 shares
    Change vs previous 13F -548,337 shares

    <0.01% of the 13F portfolio, value $990,221.

    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: 20 shares
    • UBS Group AG: 68,650 shares

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

  3. period ended2025-12-31
    13F 617,007 shares
    Change vs previous 13F +427,947 shares

    <0.01% of the 13F portfolio, value $13,111,400.

    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: 15 shares
    • UBS Group AG: 616,992 shares

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

  4. period ended2025-09-30
    13F 189,060 shares
    Change vs previous 13F -5,945 shares

    <0.01% of the 13F portfolio, value $4,764,312.

    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: 62,099 shares
    • UBS Group AG: 126,961 shares

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

  5. period ended2025-06-30
    13F 195,005 shares
    Change vs previous 13F -15,182 shares

    <0.01% of the 13F portfolio, value $5,534,242.

    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: 97,172 shares
    • UBS Group AG: 97,833 shares

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

  6. period ended2025-03-31
    13F 210,187 shares
    Change vs previous 13F -56,000 shares

    <0.01% of the 13F portfolio, value $11,242,903.

    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: 74,309 shares
    • UBS Group AG: 135,878 shares

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

  7. period ended2024-12-31
    13F 266,187 shares
    Change vs previous 13F +96,854 shares

    <0.01% of the 13F portfolio, value $15,925,967.

    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: 63,912 shares
    • UBS Group AG: 202,275 shares

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

  8. period ended2024-09-30
    13F 169,333 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,473,246.

    13F-HR 0000950123-24-011557 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: 57,716 shares
    • UBS Group AG: 111,617 shares

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