UBS Group AG: HL position timeline

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

UBS Group AG held 4,230,856 HL 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 4,230,856 shares
Change vs previous 13F +262,710 shares
0.01% of the 13F portfolio, value $65,282,107.
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: 1,843,367 shares
- UBS Group AG: 2,387,489 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 3,968,146 shares
Change vs previous 13F +317,891 shares
0.01% of the 13F portfolio, value $73,926,560.
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: 1,514,882 shares
- UBS Group AG: 2,453,264 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 3,650,255 shares
Change vs previous 13F -326,264 shares
0.01% of the 13F portfolio, value $70,048,394.
13F-HR 0000861177-26-000001 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2026-02-13 (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: 1,861,151 shares
- UBS Group AG: 1,789,104 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 3,976,519 shares
Change vs previous 13F +248,568 shares
<0.01% of the 13F portfolio, value $48,115,881.
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: 1,445,181 shares
- UBS Group AG: 2,531,338 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 3,727,951 shares
Change vs previous 13F -471,366 shares
<0.01% of the 13F portfolio, value $22,330,426.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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: 2,291,281 shares
- UBS Group AG: 1,436,670 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 4,199,317 shares
Change vs previous 13F +841,258 shares
<0.01% of the 13F portfolio, value $23,348,204.
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: 1,959,276 shares
- UBS Group AG: 2,240,041 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 3,358,059 shares
Change vs previous 13F +955,818 shares
<0.01% of the 13F portfolio, value $16,488,071.
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: 1,578,828 shares
- UBS Group AG: 1,779,231 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 2,402,241 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $16,022,948.
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: 1,451,072 shares
- UBS Group AG: 951,169 shares
Acceptance time not in the bulk data set (spec §4.2).