UBS Group
HCI icon

UBS Group’s HCI Group HCI Stock Holding History

UBS Group’s Portfolio HCI Stock Details HCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$9K – 9015
2014
Q4 		$9K Buy
+200
New +$8.83K ﹤0.01% 8479

Other funds holding HCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
KCM
Khrom Capital Management Miami Beach, Florida $1.09B AUM 14.82% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's HCI Position: Q1 2026 in Review

UBS Group reduced its HCI Group (HCI) stake by 70% in Q1 2026, selling an estimated $10.9M and leaving 28,211 shares worth $4.36M. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

UBS Group first reported a position in HCI in Q4 2014 and has held it in 46 quarters since. The position peaked at $24.9M in Q3 2025. 278 funds tracked by Wall St. Rank hold HCI as of Q1 2026.

  • UBS Group held 28,211 shares of HCI Group worth $4.36M as of Q1 2026.
  • UBS Group sold 66,812 HCI Group shares in Q1 2026, an estimated $10.9M.
  • HCI Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4208 holding.
  • UBS Group first reported a position in HCI Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's HCI Group position peaked at $24.9M in Q3 2025.
  • 278 funds tracked by Wall St. Rank held HCI Group as of Q1 2026.

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