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UBS Group AG: HWM position timeline

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

UBS Group AG held 4,528,809 HWM 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 4,528,809 shares
    Change vs previous 13F -168,463 shares

    0.1% of the 13F portfolio, value $1,217,615,588.

    13F-HR 0000861177-26-000004 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: 3,074,688 shares
    • UBS Group AG: 1,454,121 shares

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

  2. period ended2026-03-31
    13F 4,697,272 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,082,533,305.

    13F-HR 0000861177-26-000003 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: 2,842,069 shares
    • UBS Group AG: 1,855,203 shares

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