Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Sell |
18,585
-53
| -0.3% | -$8.35K | ﹤0.01% | 1832 |
|
|
2026
Q1 | $2.88M | Sell |
18,638
-10,577
| -36% | -$1.73M | ﹤0.01% | 1857 |
|
|
2025
Q4 | $5.6M | Buy |
29,215
+3,696
| +14% | +$696K | ﹤0.01% | 1410 |
|
|
2025
Q3 | $4.9M | Buy |
25,519
+1,495
| +6% | +$237K | ﹤0.01% | 1378 |
|
|
2025
Q2 | $3.66M | Buy |
24,024
+7,330
| +44% | +$1.13M | ﹤0.01% | 1851 |
|
|
2025
Q1 | $2.49M | Sell |
16,694
-5,357
| -24% | -$679K | ﹤0.01% | 1885 |
|
|
2024
Q4 | $2.57M | Sell |
22,051
-2,737
| -11% | -$312K | ﹤0.01% | 1920 |
|
|
2024
Q3 | $2.65M | Sell |
24,788
-1,942
| -7% | -$184K | ﹤0.01% | 1895 |
|
|
2024
Q2 | $2.46M | Buy |
26,730
+8,472
| +46% | +$883K | ﹤0.01% | 1884 |
|
|
2024
Q1 | $2.12M | Buy |
18,258
+3,437
| +23% | +$337K | ﹤0.01% | 1666 |
|
|
2023
Q4 | $1.3M | Sell |
14,821
-986
| -6% | -$72.1K | ﹤0.01% | 1891 |
|
|
2023
Q3 | $858K | Hold |
15,807
| – | – | ﹤0.01% | 2036 |
|
|
2023
Q2 | $847K | Hold |
15,807
| – | – | ﹤0.01% | 2078 |
|
|
2023
Q1 | $847K | Buy |
+15,807
| New | +$794K | ﹤0.01% | 2078 |
|
|
2022
Q4 | – | Sell |
-9,400
| Closed | -$368K | – | 2627 |
|
|
2022
Q3 | $368K | Hold |
9,400
| – | – | ﹤0.01% | 2446 |
|
|
2022
Q2 | $637K | Sell |
9,400
-1,626
| -15% | -$107K | ﹤0.01% | 2197 |
|
|
2022
Q1 | $752K | Hold |
11,026
| – | – | ﹤0.01% | 2278 |
|
|
2021
Q4 | $921K | Hold |
11,026
| – | – | ﹤0.01% | 2252 |
|
|
2021
Q3 | $1.22M | Sell |
11,026
-1,233
| -10% | -$129K | ﹤0.01% | 2056 |
|
|
2021
Q2 | $1.22M | Buy |
12,259
+2,206
| +22% | +$179K | ﹤0.01% | 2108 |
|
|
2021
Q1 | $772K | Buy |
10,053
+3,396
| +51% | +$214K | ﹤0.01% | 2202 |
|
|
2020
Q4 | $348K | Hold |
6,657
| – | – | ﹤0.01% | 2389 |
|
|
2020
Q3 | $328K | Buy |
+6,657
| New | +$338K | ﹤0.01% | 2286 |
|
|
2020
Q2 | – | Sell |
-6,825
| Closed | -$275K | – | 2493 |
|
|
2020
Q1 | $275K | Buy |
6,825
+791
| +13% | +$34.1K | ﹤0.01% | 2181 |
|
|
2019
Q4 | $275K | Sell |
6,034
-935
| -13% | -$41.2K | ﹤0.01% | 2386 |
|
|
2019
Q3 | $293K | Buy |
+6,969
| New | +$287K | ﹤0.01% | 2465 |
|
|
2019
Q1 | – | Sell |
-4,151
| Closed | -$211K | – | 2805 |
|
|
2018
Q4 | $211K | Buy |
+4,151
| New | +$203K | ﹤0.01% | 2366 |
|
Other funds holding HCI
KCM
UBS AM's HCI Position: Q2 2026 in Review
UBS AM reduced its HCI Group (HCI) stake by 0.28% in Q2 2026, selling an estimated $8.35K and leaving 18,585 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1832.
UBS AM first reported a position in HCI in Q4 2018 and has held it in 27 quarters since. The position peaked at $5.6M in Q4 2025. 288 funds tracked by Wall St. Rank hold HCI as of Q2 2026.
- UBS AM held 18,585 shares of HCI Group worth $3.26M as of Q2 2026.
- UBS AM sold 53 HCI Group shares in Q2 2026, an estimated $8.35K.
- HCI Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1832 holding.
- UBS AM first reported a position in HCI Group in Q4 2018 and has held it in 27 quarters since.
- UBS AM's HCI Group position peaked at $5.6M in Q4 2025.
- 288 funds tracked by Wall St. Rank held HCI Group as of Q2 2026.
Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.