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Disclosery

UBS Group AG: HLN position timeline

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

UBS Group AG held 1,787,281 HLN 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 1,787,281 shares
    Change vs previous 13F +27,883 shares

    <0.01% of the 13F portfolio, value $16,675,332.

    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: 663,207 shares
    • UBS Group AG: 1,124,074 shares

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

  2. period ended2026-03-31
    13F 1,759,398 shares
    Change vs previous 13F +651,585 shares

    <0.01% of the 13F portfolio, value $17,611,575.

    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: 663,275 shares
    • UBS Group AG: 1,096,123 shares

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

  3. period ended2025-12-31
    13F 1,107,813 shares
    Change vs previous 13F +627,496 shares

    <0.01% of the 13F portfolio, value $11,199,990.

    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: 111,826 shares
    • UBS Group AG: 995,987 shares

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

  4. period ended2025-09-30
    13F 480,317 shares
    Change vs previous 13F -5,638,544 shares

    <0.01% of the 13F portfolio, value $4,308,444.

    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 6,118,861 shares
    Change vs previous 13F -8,242,038 shares

    0.01% of the 13F portfolio, value $63,452,589.

    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 14,360,899 shares
    Change vs previous 13F +7,632,013 shares

    0.03% of the 13F portfolio, value $147,773,652.

    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).

  7. period ended2024-12-31
    13F 6,728,886 shares
    Change vs previous 13F +5,376,276 shares

    0.01% of the 13F portfolio, value $64,193,573.

    13F-HR 0000950123-25-002409 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).

  8. period ended2024-09-30
    13F 1,352,610 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $14,310,614.

    13F-HR 0000950123-24-011557 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).