Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s UBS Group UBS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$226K Sell
4,569
-27,413
-86% -$1.25M ﹤0.01% 1277
2026
Q1 		$1.25M Buy
+31,982
New +$1.37M ﹤0.01% 1098
2021
Q4 		– Sell
-125,100
Closed -$1.99M – 1934
2021
Q3 		$1.99M Buy
+125,100
New +$2.03M ﹤0.01% 849

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UBS Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reduced its UBS Group (UBS) stake by 86% in Q2 2026, selling an estimated $1.25M and leaving 4,569 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UBS in Q3 2021 and has held it in 3 quarters since. The position peaked at $1.99M in Q3 2021. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 4,569 shares of UBS Group worth $226K as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 27,413 UBS Group shares in Q2 2026, an estimated $1.25M.
  • UBS Group made up ﹤0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #1277 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in UBS Group in Q3 2021 and has held it in 3 quarters since.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's UBS Group position peaked at $1.99M in Q3 2021.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.