UBS Group
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UBS Group’s Hawaiian Electric Industries HE Stock Holding History

UBS Group’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-210,000
Closed -$2.04M – 10429
2024
Q4 		$2.04M Hold
210,000
– – ﹤0.01% 4695
2024
Q3 		$2.03M Hold
210,000
– – ﹤0.01% 3973
2024
Q2 		$1.89M Hold
210,000
– – ﹤0.01% 3822
2024
Q1 		$2.37M Hold
210,000
– – ﹤0.01% 3776
2023
Q4 		$2.98M Buy
+210,000
New +$2.73M ﹤0.01% 3371

Other funds holding HE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's HE Position: Q1 2026 in Review

UBS Group reduced its Hawaiian Electric Industries (HE) stake by 67% in Q1 2026, selling an estimated $30.7M and leaving 1,005,962 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2910.

UBS Group first reported a position in HE in Q4 2014 and has held it in 46 quarters since. The position peaked at $60.5M in Q1 2025. 339 funds tracked by Wall St. Rank hold HE as of Q1 2026.

  • UBS Group held 1,005,962 shares of Hawaiian Electric Industries worth $14.9M as of Q1 2026.
  • UBS Group sold 2,029,790 Hawaiian Electric Industries shares in Q1 2026, an estimated $30.7M.
  • Hawaiian Electric Industries made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2910 holding.
  • UBS Group first reported a position in Hawaiian Electric Industries in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Hawaiian Electric Industries position peaked at $60.5M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2026.

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