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Disclosery

UBS Group AG: HGTY position timeline

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

UBS Group AG held 249,459 HGTY 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 249,459 shares
    Change vs previous 13F -141,715 shares

    <0.01% of the 13F portfolio, value $2,973,551.

    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: 43,868 shares
    • UBS Group AG: 205,591 shares

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

  2. period ended2026-03-31
    13F 391,174 shares
    Change vs previous 13F +153,327 shares

    <0.01% of the 13F portfolio, value $4,119,062.

    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: 45,216 shares
    • UBS Group AG: 345,958 shares

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

  3. period ended2025-12-31
    13F 237,847 shares
    Change vs previous 13F -23,555 shares

    <0.01% of the 13F portfolio, value $3,196,664.

    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: 45,216 shares
    • UBS Group AG: 192,631 shares

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

  4. period ended2025-09-30
    13F 261,402 shares
    Change vs previous 13F +53,220 shares

    <0.01% of the 13F portfolio, value $3,147,281.

    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: 45,216 shares
    • UBS Group AG: 216,186 shares

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

  5. period ended2025-06-30
    13F 208,182 shares
    Change vs previous 13F +43,222 shares

    <0.01% of the 13F portfolio, value $2,104,720.

    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: 88,489 shares
    • UBS Group AG: 119,693 shares

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

  6. period ended2025-03-31
    13F 164,960 shares
    Change vs previous 13F +15,428 shares

    <0.01% of the 13F portfolio, value $1,491,238.

    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: 64,205 shares
    • UBS Group AG: 100,755 shares

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

  7. period ended2024-12-31
    13F 149,532 shares
    Change vs previous 13F +63,014 shares

    <0.01% of the 13F portfolio, value $1,442,984.

    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: 64,205 shares
    • UBS Group AG: 85,327 shares

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

  8. period ended2024-09-30
    13F 86,518 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $879,888.

    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: 59,630 shares
    • UBS Group AG: 26,888 shares

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