UBS Group
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UBS Group’s Hess Midstream HESM Stock Holding History

UBS Group’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,000
Closed -$195K – 8103
2019
Q2 		$195K Hold
10,000
– – ﹤0.01% 4931
2019
Q1 		$212K Buy
+10,000
New +$214K ﹤0.01% 4569

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Epoch Investment Partners
Epoch Investment Partners New York $16.8B AUM 27.12% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group's HESM Position: Q3 2026 in Review

UBS Group reduced its Hess Midstream (HESM) stake by 5% in Q3 2026, selling an estimated $3.9M and leaving 1,876,093 shares worth $70.1M. The position accounts for 0.01% of the portfolio, ranked #1378.

UBS Group first reported a position in HESM in Q2 2017 and has held it in 38 quarters since. The position peaked at $78M in Q4 2024. 212 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • UBS Group held 1,876,093 shares of Hess Midstream worth $70.1M as of Q3 2026.
  • UBS Group sold 98,305 Hess Midstream shares in Q3 2026, an estimated $3.9M.
  • Hess Midstream made up 0.01% of UBS Group's portfolio in Q3 2026, its #1378 holding.
  • UBS Group first reported a position in Hess Midstream in Q2 2017 and has held it in 38 quarters since.
  • UBS Group's Hess Midstream position peaked at $78M in Q4 2024.
  • 212 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.