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 $5.72T AUM 30.48% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's HEI Position: Q1 2026 in Review

UBS Group increased its HEICO Corp (HEI) stake by 0.51% in Q1 2026, buying an estimated $1.46M and bringing the position to 899,230 shares worth $247M. The position accounts for 0.04% of the portfolio, ranked #518.

UBS Group first reported a position in HEI in Q4 2014 and has held it in 46 quarters since. The position peaked at $290M in Q4 2025. 737 funds tracked by Wall St. Rank hold HEI as of Q1 2026.

  • UBS Group held 899,230 shares of HEICO Corp worth $247M as of Q1 2026.
  • UBS Group bought 4,533 HEICO Corp shares in Q1 2026, an estimated $1.46M.
  • HEICO Corp made up 0.04% of UBS Group's portfolio in Q1 2026, its #518 holding.
  • UBS Group first reported a position in HEICO Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's HEICO Corp position peaked at $290M in Q4 2025.
  • 737 funds tracked by Wall St. Rank held HEICO Corp as of Q1 2026.

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