Skip to content
Disclosery

UBS Group AG: HRTG position timeline

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

UBS Group AG held 102,292 HRTG 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 102,292 shares
    Change vs previous 13F -120,620 shares

    <0.01% of the 13F portfolio, value $2,667,776.

    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: 19,007 shares
    • UBS Group AG: 83,285 shares

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

  2. period ended2026-03-31
    13F 222,912 shares
    Change vs previous 13F -95,197 shares

    <0.01% of the 13F portfolio, value $5,851,440.

    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: 19,907 shares
    • UBS Group AG: 203,005 shares

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

  3. period ended2025-12-31
    13F 318,109 shares
    Change vs previous 13F +28,282 shares

    <0.01% of the 13F portfolio, value $9,307,870.

    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: 15,700 shares
    • UBS Group AG: 302,409 shares

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

  4. period ended2025-09-30
    13F 289,827 shares
    Change vs previous 13F +47,119 shares

    <0.01% of the 13F portfolio, value $7,297,845.

    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 242,708 shares
    Change vs previous 13F +193,848 shares

    <0.01% of the 13F portfolio, value $6,053,137.

    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 48,860 shares
    Change vs previous 13F +20,004 shares

    <0.01% of the 13F portfolio, value $704,561.

    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 28,856 shares
    Change vs previous 13F +1,763 shares

    <0.01% of the 13F portfolio, value $349,158.

    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 27,093 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $331,618.

    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).