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Disclosery

UBS Group AG: HLF position timeline

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

UBS Group AG held 358,691 HLF 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 358,691 shares
    Change vs previous 13F -2,216 shares

    <0.01% of the 13F portfolio, value $4,716,787.

    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: 3,488 shares
    • UBS Group AG: 355,203 shares

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

  2. period ended2026-03-31
    13F 360,907 shares
    Change vs previous 13F +36,055 shares

    <0.01% of the 13F portfolio, value $5,312,550.

    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: 182,555 shares
    • UBS Group AG: 178,352 shares

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

  3. period ended2025-12-31
    13F 324,852 shares
    Change vs previous 13F -524,446 shares

    <0.01% of the 13F portfolio, value $4,187,344.

    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: 175,969 shares
    • UBS Group AG: 148,883 shares

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

  4. period ended2025-09-30
    13F 849,298 shares
    Change vs previous 13F +178,554 shares

    <0.01% of the 13F portfolio, value $7,168,075.

    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: 190,644 shares
    • UBS Group AG: 658,654 shares

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

  5. period ended2025-06-30
    13F 670,744 shares
    Change vs previous 13F -107,054 shares

    <0.01% of the 13F portfolio, value $5,781,813.

    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: 292,960 shares
    • UBS Group AG: 377,784 shares

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

  6. period ended2025-03-31
    13F 777,798 shares
    Change vs previous 13F +87,244 shares

    <0.01% of the 13F portfolio, value $6,712,396.

    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: 210,904 shares
    • UBS Group AG: 566,894 shares

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

  7. period ended2024-12-31
    13F 690,554 shares
    Change vs previous 13F -4,393,239 shares

    <0.01% of the 13F portfolio, value $4,619,806.

    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: 204,157 shares
    • UBS Group AG: 486,397 shares

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

  8. period ended2024-09-30
    13F 5,083,793 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,552,471.

    13F-HR 0000950123-24-011557 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: 168,209 shares
    • UBS Group AG: 4,915,584 shares

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