UBS Group AG: HESM position timeline

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

UBS Group AG held 2,195,273 HESM 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 2,195,273 shares
Change vs previous 13F +3,247 shares
0.01% of the 13F portfolio, value $82,542,264.
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: 220,875 shares
- UBS Group AG: 1,974,398 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 2,192,026 shares
Change vs previous 13F -74,596 shares
0.01% of the 13F portfolio, value $85,204,050.
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: 228,027 shares
- UBS Group AG: 1,963,999 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,266,622 shares
Change vs previous 13F +77,966 shares
0.01% of the 13F portfolio, value $78,198,461.
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: 228,396 shares
- UBS Group AG: 2,038,226 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 2,188,656 shares
Change vs previous 13F -639,316 shares
0.01% of the 13F portfolio, value $75,618,065.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (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: 219,414 shares
- UBS Group AG: 1,969,242 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 2,827,972 shares
Change vs previous 13F +867,202 shares
0.01% of the 13F portfolio, value $108,905,201.
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: 1,039,345 shares
- UBS Group AG: 1,788,627 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,960,770 shares
Change vs previous 13F -332,087 shares
0.01% of the 13F portfolio, value $82,920,962.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (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: 224,741 shares
- UBS Group AG: 1,736,029 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 2,292,857 shares
Change vs previous 13F +326,091 shares
0.01% of the 13F portfolio, value $84,904,495.
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: 186,947 shares
- UBS Group AG: 2,105,910 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,966,766 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $69,367,837.
13F-HR 0000950123-24-011557 filed by UBS Group AG
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: 201,106 shares
- UBS Group AG: 1,765,660 shares
Acceptance time not in the bulk data set (spec §4.2).