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Disclosery

UBS Group AG: HLNE position timeline

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

UBS Group AG held 564,573 HLNE 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 564,573 shares
    Change vs previous 13F -28,372 shares

    <0.01% of the 13F portfolio, value $44,505,291.

    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: 69,962 shares
    • UBS Group AG: 494,611 shares

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

  2. period ended2026-03-31
    13F 592,945 shares
    Change vs previous 13F -80,571 shares

    0.01% of the 13F portfolio, value $58,938,733.

    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: 79,698 shares
    • UBS Group AG: 513,247 shares

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

  3. period ended2025-12-31
    13F 673,516 shares
    Change vs previous 13F +138,486 shares

    0.01% of the 13F portfolio, value $90,459,934.

    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: 83,315 shares
    • UBS Group AG: 590,201 shares

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

  4. period ended2025-09-30
    13F 535,030 shares
    Change vs previous 13F +97,097 shares

    0.01% of the 13F portfolio, value $72,116,693.

    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: 91,121 shares
    • UBS Group AG: 443,909 shares

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

  5. period ended2025-06-30
    13F 437,933 shares
    Change vs previous 13F +41,279 shares

    0.01% of the 13F portfolio, value $62,239,040.

    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: 158,534 shares
    • UBS Group AG: 279,399 shares

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

  6. period ended2025-03-31
    13F 396,654 shares
    Change vs previous 13F -63,721 shares

    0.01% of the 13F portfolio, value $58,970,552.

    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: 96,686 shares
    • UBS Group AG: 299,968 shares

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

  7. period ended2024-12-31
    13F 460,375 shares
    Change vs previous 13F +319,647 shares

    0.01% of the 13F portfolio, value $68,158,519.

    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: 98,978 shares
    • UBS Group AG: 361,397 shares

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

  8. period ended2024-09-30
    13F 140,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $23,697,189.

    13F-HR 0000950123-24-011473 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: 92,755 shares
    • UBS Group AG: 47,973 shares

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