UBS Group AG: HRI position timeline

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

UBS Group AG held 192,669 HRI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

period ended2026-06-30
13F 192,669 shares
Change vs previous 13F -20,593 shares
<0.01% of the 13F portfolio, value $27,617,175.
13F-HR 0001610520-26-000103 filed by UBS Group AG
Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 81,083 shares
- UBS Group AG: 111,586 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 213,262 shares
Change vs previous 13F -59,231 shares
<0.01% of the 13F portfolio, value $21,230,233.
13F-HR 0001610520-26-000057 filed by UBS Group AG
Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 82,490 shares
- UBS Group AG: 130,772 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 272,493 shares
Change vs previous 13F +88,044 shares
<0.01% of the 13F portfolio, value $40,432,510.
13F-HR 0001610520-26-000004 filed by UBS Group AG
Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 82,568 shares
- UBS Group AG: 189,925 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 184,449 shares
Change vs previous 13F -8,865 shares
<0.01% of the 13F portfolio, value $21,517,820.
13F-HR 0001193125-25-279802 filed by UBS Group AG
Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 80,806 shares
- UBS Group AG: 103,643 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 193,314 shares
Change vs previous 13F -23,187 shares
<0.01% of the 13F portfolio, value $25,457,520.
13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 142,547 shares
- UBS Group AG: 50,767 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 216,501 shares
Change vs previous 13F +26,580 shares
<0.01% of the 13F portfolio, value $29,069,588.
13F-HR 0000950123-25-004922 filed by UBS Group AG
Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 101,227 shares
- UBS Group AG: 115,274 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 189,921 shares
Change vs previous 13F +101,556 shares
<0.01% of the 13F portfolio, value $35,957,743.
13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 105,571 shares
- UBS Group AG: 84,350 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 88,365 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $14,088,033.
13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 67,766 shares
- UBS Group AG: 20,599 shares
Acceptance time not in the bulk data set (spec §4.2).