UBS Group
HBT icon

UBS Group’s HBT Financial HBT Stock Holding History

UBS Group’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$430K Buy
13,439
+9,087
+209% +$261K ﹤0.01% 6340
2026
Q1 		$116K Buy
4,352
+2,779
+177% +$75.7K ﹤0.01% 6930
2025
Q4 		$40.7K Sell
1,573
-6,576
-81% -$162K ﹤0.01% 7330
2025
Q3 		$205K Buy
8,149
+2,808
+53% +$72K ﹤0.01% 6652
2025
Q2 		$135K Sell
5,341
-5,576
-51% -$131K ﹤0.01% 6997
2025
Q1 		$245K Buy
10,917
+3,355
+44% +$78.9K ﹤0.01% 6401
2024
Q4 		$166K Sell
7,562
-1,283
-15% -$29.2K ﹤0.01% 6572
2024
Q3 		$194K Buy
8,845
+3,040
+52% +$66.6K ﹤0.01% 5897
2024
Q2 		$119K Sell
5,805
-9,975
-63% -$190K ﹤0.01% 6061
2024
Q1 		$300K Sell
15,780
-977
-6% -$19K ﹤0.01% 5570
2023
Q4 		$354K Buy
16,757
+7,346
+78% +$141K ﹤0.01% 5378
2023
Q3 		$172K Sell
9,411
-396
-4% -$7.54K ﹤0.01% 5459
2023
Q2 		$181K Buy
9,807
+5,074
+107% +$92.9K ﹤0.01% 5551
2023
Q1 		$93.3K Buy
4,733
+805
+20% +$16.8K ﹤0.01% 5955
2022
Q4 		$76.9K Buy
3,928
+3,839
+4,313% +$75.6K ﹤0.01% 6350
2022
Q3 		$2K Sell
89
-519
-85% -$9.43K ﹤0.01% 9728
2022
Q2 		$11K Sell
608
-1,350
-69% -$23.7K ﹤0.01% 7808
2022
Q1 		$36K Sell
1,958
-1,832
-48% -$34.9K ﹤0.01% 6820
2021
Q4 		$71K Buy
+3,790
New +$68.4K ﹤0.01% 6609
2021
Q2 		– Sell
-3,518
Closed -$60K – 9538
2021
Q1 		$60K Buy
3,518
+2,139
+155% +$34.7K ﹤0.01% 6364
2020
Q4 		$21K Buy
1,379
+619
+81% +$8.4K ﹤0.01% 6913
2020
Q3 		$9K Sell
760
-2,301
-75% -$28.2K ﹤0.01% 6930
2020
Q2 		$41K Sell
3,061
-2,244
-42% -$26.9K ﹤0.01% 6030
2020
Q1 		$56K Sell
5,305
-6,215
-54% -$102K ﹤0.01% 5742
2019
Q4 		$219K Buy
+11,520
New +$196K ﹤0.01% 5543

Other funds holding HBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

UBS Group's HBT Position: Q2 2026 in Review

UBS Group increased its HBT Financial (HBT) stake by 209% in Q2 2026, buying an estimated $261K and bringing the position to 13,439 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #6340.

UBS Group first reported a position in HBT in Q4 2019 and has held it in 25 quarters since. 128 funds tracked by Wall St. Rank hold HBT as of Q2 2026.

  • UBS Group held 13,439 shares of HBT Financial worth $430K as of Q2 2026.
  • UBS Group bought 9,087 HBT Financial shares in Q2 2026, an estimated $261K.
  • HBT Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6340 holding.
  • UBS Group first reported a position in HBT Financial in Q4 2019 and has held it in 25 quarters since.
  • 128 funds tracked by Wall St. Rank held HBT Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.