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UBS Group AG: HIMU position timeline

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

UBS Group AG held 503,214 HIMU 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 503,214 shares
    Change vs previous 13F -19,393 shares

    <0.01% of the 13F portfolio, value $25,060,057.

    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: 10,444 shares
    • UBS Group AG: 492,770 shares

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

  2. period ended2026-03-31
    13F 522,607 shares
    Change vs previous 13F +51,102 shares

    <0.01% of the 13F portfolio, value $25,074,684.

    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: 10,444 shares
    • UBS Group AG: 512,163 shares

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

  3. period ended2025-12-31
    13F 471,505 shares
    Change vs previous 13F +81,751 shares

    <0.01% of the 13F portfolio, value $22,952,863.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 389,754 shares
    Change vs previous 13F +28,424 shares

    <0.01% of the 13F portfolio, value $19,171,999.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 361,330 shares
    Change vs previous 13F -166,430 shares

    <0.01% of the 13F portfolio, value $17,571,478.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 527,760 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $26,139,952.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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