UBS Group
HI

UBS Group’s Hillenbrand HI Stock Holding History

UBS Group’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-461,846
Closed -$14.6M – 10781
2025
Q4 		$14.6M Buy
461,846
+36,549
+9% +$1.13M ﹤0.01% 2902
2025
Q3 		$11.5M Buy
425,297
+73,812
+21% +$1.73M ﹤0.01% 3139
2025
Q2 		$7.05M Sell
351,485
-58,292
-14% -$1.21M ﹤0.01% 3499
2025
Q1 		$9.89M Sell
409,777
-57,050
-12% -$1.74M ﹤0.01% 3050
2024
Q4 		$14.4M Buy
466,827
+312,475
+202% +$9.44M ﹤0.01% 2681
2024
Q3 		$4.29M Buy
154,352
+114,259
+285% +$4.02M ﹤0.01% 3235
2024
Q2 		$1.6M Sell
40,093
-44,224
-52% -$1.99M ﹤0.01% 3986
2024
Q1 		$4.24M Sell
84,317
-12,958
-13% -$607K ﹤0.01% 3145
2023
Q4 		$4.65M Sell
97,275
-18,414
-16% -$755K ﹤0.01% 2869
2023
Q3 		$4.89M Sell
115,689
-103,202
-47% -$4.91M ﹤0.01% 2585
2023
Q2 		$11.2M Buy
218,891
+13,706
+7% +$660K ﹤0.01% 1884
2023
Q1 		$9.75M Buy
205,185
+8,708
+4% +$400K ﹤0.01% 1911
2022
Q4 		$8.38M Buy
196,477
+25,186
+15% +$1.11M ﹤0.01% 2054
2022
Q3 		$6.29M Buy
171,291
+726
+0.4% +$30.5K ﹤0.01% 2154
2022
Q2 		$6.99M Buy
170,565
+147,372
+635% +$6.15M ﹤0.01% 2088
2022
Q1 		$1.02M Sell
23,193
-17,217
-43% -$814K ﹤0.01% 4074
2021
Q4 		$2.1M Buy
40,410
+17,976
+80% +$859K ﹤0.01% 3696
2021
Q3 		$957K Sell
22,434
-11,817
-35% -$519K ﹤0.01% 4234
2021
Q2 		$1.51M Sell
34,251
-38,347
-53% -$1.79M ﹤0.01% 3829
2021
Q1 		$3.46M Sell
72,598
-10,776
-13% -$495K ﹤0.01% 2983
2020
Q4 		$3.32M Buy
83,374
+23,179
+39% +$800K ﹤0.01% 2887
2020
Q3 		$1.71M Sell
60,195
-83,162
-58% -$2.46M ﹤0.01% 3197
2020
Q2 		$3.88M Sell
143,357
-28,299
-16% -$642K ﹤0.01% 2238
2020
Q1 		$3.28M Buy
171,656
+10,072
+6% +$262K ﹤0.01% 2293
2019
Q4 		$5.38M Buy
161,584
+19,421
+14% +$613K ﹤0.01% 2535
2019
Q3 		$4.39M Buy
142,163
+3,261
+2% +$103K ﹤0.01% 2511
2019
Q2 		$5.5M Sell
138,902
-39,250
-22% -$1.58M ﹤0.01% 2243
2019
Q1 		$7.4M Sell
178,152
-66,754
-27% -$2.82M ﹤0.01% 1904
2018
Q4 		$9.29M Buy
244,906
+154,273
+170% +$7.05M ﹤0.01% 1631
2018
Q3 		$4.74M Sell
90,633
-49,218
-35% -$2.5M ﹤0.01% 2395
2018
Q2 		$6.59M Sell
139,851
-64,560
-32% -$3.03M ﹤0.01% 2107
2018
Q1 		$9.38M Sell
204,411
-24,961
-11% -$1.13M ﹤0.01% 1743
2017
Q4 		$10.3M Sell
229,372
-28,416
-11% -$1.19M ﹤0.01% 1693
2017
Q3 		$10M Buy
257,788
+44,632
+21% +$1.62M ﹤0.01% 1616
2017
Q2 		$7.7M Buy
213,156
+173,776
+441% +$6.33M ﹤0.01% 1762
2017
Q1 		$1.41M Sell
39,380
-10,652
-21% -$393K ﹤0.01% 3245
2016
Q4 		$1.92M Buy
50,032
+37,786
+309% +$1.28M ﹤0.01% 2947
2016
Q3 		$387K Sell
12,246
-526
-4% -$16.7K ﹤0.01% 4086
2016
Q2 		$384K Sell
12,772
-576
-4% -$17.4K ﹤0.01% 4094
2016
Q1 		$400K Sell
13,348
-39,841
-75% -$1.1M ﹤0.01% 3938
2015
Q4 		$1.58M Sell
53,189
-250,503
-82% -$7.36M ﹤0.01% 3026
2015
Q3 		$7.9M Buy
303,692
+44,659
+17% +$1.24M 0.01% 1568
2015
Q2 		$7.95M Buy
259,033
+172,945
+201% +$5.34M 0.01% 1653
2015
Q1 		$2.66M Buy
86,088
+7,316
+9% +$230K ﹤0.01% 2666
2014
Q4 		$2.72M Buy
+78,772
New +$2.57M ﹤0.01% 2609

Other funds holding HI

HW
HORAN Wealth Cincinnati, Ohio $1.23B AUM 24.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's HI Position: Q1 2026 in Review

UBS Group sold out of Hillenbrand (HI) in Q1 2026, closing a stake of 461,846 shares — an estimated $14.6M sold.

UBS Group first reported a position in HI in Q4 2014 and held it in 45 quarters. The position peaked at $14.6M in Q4 2025. 3 funds tracked by Wall St. Rank hold HI as of Q1 2026.

  • UBS Group reported no remaining Hillenbrand position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 461,846 Hillenbrand shares in Q1 2026, an estimated $14.6M.
  • UBS Group first reported a position in Hillenbrand in Q4 2014 and held it in 45 quarters.
  • UBS Group's Hillenbrand position peaked at $14.6M in Q4 2025.
  • 3 funds tracked by Wall St. Rank held Hillenbrand as of Q1 2026.

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