UBS Group
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UBS Group’s HEICO Corp HEI Stock Holding History

UBS Group’s Portfolio HEI Stock Details HEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-6,200
Closed -$774K – 8239
2019
Q3 		$774K Buy
6,200
+3,000
+94% +$410K ﹤0.01% 4189
2019
Q2 		$428K Buy
+3,200
New +$356K ﹤0.01% 4407
2019
Q1 		– Sell
-400
Closed -$31K – 7887
2018
Q4 		$31K Buy
+400
New +$33.4K ﹤0.01% 6465
2018
Q3 		– Sell
-100
Closed -$7K – 8096
2018
Q2 		$7K Buy
+100
New +$7.26K ﹤0.01% 7333

Other funds holding HEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's HEI Position: Q2 2026 in Review

UBS Group increased its HEICO Corp (HEI) stake by 52% in Q2 2026, buying an estimated $143M and bringing the position to 1,370,003 shares worth $488M. The position accounts for 0.06% of the portfolio, ranked #300.

UBS Group first reported a position in HEI in Q4 2014 and has held it in 47 quarters since. 776 funds tracked by Wall St. Rank hold HEI as of Q2 2026.

  • UBS Group held 1,370,003 shares of HEICO Corp worth $488M as of Q2 2026.
  • UBS Group bought 470,773 HEICO Corp shares in Q2 2026, an estimated $143M.
  • HEICO Corp made up 0.06% of UBS Group's portfolio in Q2 2026, its #300 holding.
  • UBS Group first reported a position in HEICO Corp in Q4 2014 and has held it in 47 quarters since.
  • 776 funds tracked by Wall St. Rank held HEICO Corp as of Q2 2026.

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