UBS Group AG: HFWA position timeline

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

UBS Group AG held 218,670 HFWA 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 218,670 shares
Change vs previous 13F -57,934 shares
<0.01% of the 13F portfolio, value $6,477,006.
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: 47,172 shares
- UBS Group AG: 171,498 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 276,604 shares
Change vs previous 13F +121,998 shares
<0.01% of the 13F portfolio, value $7,191,704.
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: 50,129 shares
- UBS Group AG: 226,475 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 154,606 shares
Change vs previous 13F +4,809 shares
<0.01% of the 13F portfolio, value $3,656,432.
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: 48,090 shares
- UBS Group AG: 106,516 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 149,797 shares
Change vs previous 13F -58,483 shares
<0.01% of the 13F portfolio, value $3,623,589.
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: 51,365 shares
- UBS Group AG: 98,432 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 208,280 shares
Change vs previous 13F +32,412 shares
<0.01% of the 13F portfolio, value $4,965,395.
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: 98,734 shares
- UBS Group AG: 109,546 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 175,868 shares
Change vs previous 13F +42,000 shares
<0.01% of the 13F portfolio, value $4,278,868.
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: 78,130 shares
- UBS Group AG: 97,738 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 133,868 shares
Change vs previous 13F +44,979 shares
<0.01% of the 13F portfolio, value $3,279,767.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 72,713 shares
- UBS Group AG: 61,155 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 88,889 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $1,935,113.
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: 51,338 shares
- UBS Group AG: 37,551 shares
Acceptance time not in the bulk data set (spec §4.2).