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Disclosery

UBS Group AG: HQY position timeline

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

UBS Group AG held 628,949 HQY 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 628,949 shares
    Change vs previous 13F -352,579 shares

    <0.01% of the 13F portfolio, value $56,806,675.

    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: 193,492 shares
    • UBS Group AG: 435,457 shares

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

  2. period ended2026-03-31
    13F 981,528 shares
    Change vs previous 13F +173,581 shares

    0.01% of the 13F portfolio, value $82,026,294.

    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: 194,861 shares
    • UBS Group AG: 786,667 shares

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

  3. period ended2025-12-31
    13F 807,947 shares
    Change vs previous 13F +65,144 shares

    0.01% of the 13F portfolio, value $74,016,025.

    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: 190,206 shares
    • UBS Group AG: 617,741 shares

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

  4. period ended2025-09-30
    13F 742,803 shares
    Change vs previous 13F -305,803 shares

    0.01% of the 13F portfolio, value $70,395,440.

    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: 193,586 shares
    • UBS Group AG: 549,217 shares

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

  5. period ended2025-06-30
    13F 1,048,606 shares
    Change vs previous 13F +24,801 shares

    0.01% of the 13F portfolio, value $109,851,964.

    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: 417,729 shares
    • UBS Group AG: 630,877 shares

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

  6. period ended2025-03-31
    13F 1,023,805 shares
    Change vs previous 13F +180,221 shares

    0.01% of the 13F portfolio, value $90,473,648.

    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: 372,745 shares
    • UBS Group AG: 651,060 shares

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

  7. period ended2024-12-31
    13F 843,584 shares
    Change vs previous 13F +227,543 shares

    0.01% of the 13F portfolio, value $80,941,884.

    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: 366,753 shares
    • UBS Group AG: 476,831 shares

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

  8. period ended2024-09-30
    13F 616,041 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,422,956.

    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: 329,477 shares
    • UBS Group AG: 286,564 shares

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