UBS Group
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UBS Group’s Halozyme HALO Stock Holding History

UBS Group’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-80,000
Closed -$1.81M – 8499
2015
Q2 		$1.81M Buy
80,000
+5,000
+7% +$87.9K ﹤0.01% 3077
2015
Q1 		$1.07M Buy
+75,000
New +$1.08M ﹤0.01% 3506

Other funds holding HALO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's HALO Position: Q1 2026 in Review

UBS Group reduced its Halozyme (HALO) stake by 33% in Q1 2026, selling an estimated $31.8M and leaving 914,003 shares worth $59.1M. The position accounts for 0.01% of the portfolio, ranked #1477.

UBS Group first reported a position in HALO in Q4 2014 and has held it in 46 quarters since. The position peaked at $216M in Q3 2025. 635 funds tracked by Wall St. Rank hold HALO as of Q1 2026.

  • UBS Group held 914,003 shares of Halozyme worth $59.1M as of Q1 2026.
  • UBS Group sold 451,640 Halozyme shares in Q1 2026, an estimated $31.8M.
  • Halozyme made up 0.01% of UBS Group's portfolio in Q1 2026, its #1477 holding.
  • UBS Group first reported a position in Halozyme in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Halozyme position peaked at $216M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Halozyme as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.