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Disclosery

UBS Group AG: HLI position timeline

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

UBS Group AG held 508,999 HLI 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 508,999 shares
    Change vs previous 13F -24,969 shares

    0.01% of the 13F portfolio, value $68,272,035.

    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: 187,563 shares
    • UBS Group AG: 321,436 shares

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

  2. period ended2026-03-31
    13F 533,968 shares
    Change vs previous 13F +143,078 shares

    0.01% of the 13F portfolio, value $76,688,483.

    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: 174,863 shares
    • UBS Group AG: 359,105 shares

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

  3. period ended2025-12-31
    13F 390,890 shares
    Change vs previous 13F -36,996 shares

    0.01% of the 13F portfolio, value $68,089,130.

    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: 153,662 shares
    • UBS Group AG: 237,228 shares

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

  4. period ended2025-09-30
    13F 427,886 shares
    Change vs previous 13F -52,855 shares

    0.01% of the 13F portfolio, value $87,853,554.

    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: 145,135 shares
    • UBS Group AG: 282,751 shares

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

  5. period ended2025-06-30
    13F 480,741 shares
    Change vs previous 13F +63,902 shares

    0.01% of the 13F portfolio, value $86,509,344.

    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: 221,885 shares
    • UBS Group AG: 258,856 shares

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

  6. period ended2025-03-31
    13F 416,839 shares
    Change vs previous 13F -1,294 shares

    0.01% of the 13F portfolio, value $67,319,503.

    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: 180,634 shares
    • UBS Group AG: 236,205 shares

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

  7. period ended2024-12-31
    13F 418,133 shares
    Change vs previous 13F +66,973 shares

    0.01% of the 13F portfolio, value $72,612,978.

    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: 179,167 shares
    • UBS Group AG: 238,966 shares

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

  8. period ended2024-09-30
    13F 351,160 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $55,490,304.

    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: 165,783 shares
    • UBS Group AG: 185,377 shares

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