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UBS Group AG: HIG position timeline

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

UBS Group AG held 5,726,295 HIG 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 5,726,295 shares
    Change vs previous 13F -237,961 shares

    0.06% of the 13F portfolio, value $758,848,612.

    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: 3,993,187 shares
    • UBS Group AG: 1,733,108 shares

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

  2. period ended2026-03-31
    13F 5,964,256 shares
    Change vs previous 13F +364,887 shares

    0.08% of the 13F portfolio, value $806,546,339.

    13F-HR 0000861177-26-000003 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: 4,394,331 shares
    • UBS Group AG: 1,569,925 shares

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

  3. period ended2025-12-31
    13F 5,599,369 shares
    Change vs previous 13F +168,973 shares

    0.08% of the 13F portfolio, value $771,593,050.

    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: 4,267,256 shares
    • UBS Group AG: 1,332,113 shares

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

  4. period ended2025-09-30
    13F 5,430,396 shares
    Change vs previous 13F -246,005 shares

    0.07% of the 13F portfolio, value $724,360,523.

    13F-HR 0001193125-25-282311 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: 4,199,105 shares
    • UBS Group AG: 1,231,291 shares

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

  5. period ended2025-06-30
    13F 5,676,401 shares
    Change vs previous 13F -386,237 shares

    0.07% of the 13F portfolio, value $720,164,995.

    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: 4,309,377 shares
    • UBS Group AG: 1,367,024 shares

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

  6. period ended2025-03-31
    13F 6,062,638 shares
    Change vs previous 13F +257,300 shares

    0.09% of the 13F portfolio, value $750,130,199.

    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: 3,780,247 shares
    • UBS Group AG: 2,282,391 shares

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

  7. period ended2024-12-31
    13F 5,805,338 shares
    Change vs previous 13F +978,043 shares

    0.07% of the 13F portfolio, value $635,103,977.

    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: 3,830,462 shares
    • UBS Group AG: 1,974,876 shares

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

  8. period ended2024-09-30
    13F 4,827,295 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $567,738,166.

    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: 3,596,142 shares
    • UBS Group AG: 1,231,153 shares

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