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Disclosery

UBS Group AG: HZO position timeline

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

UBS Group AG held 163,838 HZO 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 163,838 shares
    Change vs previous 13F -5,601 shares

    <0.01% of the 13F portfolio, value $5,999,747.

    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: 49,016 shares
    • UBS Group AG: 114,822 shares

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

  2. period ended2026-03-31
    13F 169,439 shares
    Change vs previous 13F -4,868 shares

    <0.01% of the 13F portfolio, value $4,585,019.

    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: 50,528 shares
    • UBS Group AG: 118,911 shares

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

  3. period ended2025-12-31
    13F 174,307 shares
    Change vs previous 13F -10,627 shares

    <0.01% of the 13F portfolio, value $4,223,459.

    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: 49,488 shares
    • UBS Group AG: 124,819 shares

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

  4. period ended2025-09-30
    13F 184,934 shares
    Change vs previous 13F -95,178 shares

    <0.01% of the 13F portfolio, value $4,684,378.

    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: 46,516 shares
    • UBS Group AG: 138,418 shares

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

  5. period ended2025-06-30
    13F 280,112 shares
    Change vs previous 13F -75,373 shares

    <0.01% of the 13F portfolio, value $7,042,016.

    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: 83,080 shares
    • UBS Group AG: 197,032 shares

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

  6. period ended2025-03-31
    13F 355,485 shares
    Change vs previous 13F +178,607 shares

    <0.01% of the 13F portfolio, value $7,642,929.

    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: 48,510 shares
    • UBS Group AG: 306,975 shares

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

  7. period ended2024-12-31
    13F 176,878 shares
    Change vs previous 13F +101,235 shares

    <0.01% of the 13F portfolio, value $5,120,618.

    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: 59,075 shares
    • UBS Group AG: 117,803 shares

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

  8. period ended2024-09-30
    13F 75,643 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,667,930.

    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: 61,879 shares
    • UBS Group AG: 13,764 shares

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