UBS Group
HLIO icon

UBS Group’s Helios Technologies HLIO Stock Holding History

UBS Group’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$4K – 8641
2015
Q1 		$4K Hold
100
– – ﹤0.01% 8222
2014
Q4 		$4K Buy
+100
New +$3.9K ﹤0.01% 9106

Other funds holding HLIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

UBS Group's HLIO Position: Q1 2026 in Review

UBS Group reduced its Helios Technologies (HLIO) stake by 40% in Q1 2026, selling an estimated $2.03M and leaving 45,857 shares worth $2.97M. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

UBS Group first reported a position in HLIO in Q4 2014 and has held it in 45 quarters since. The position peaked at $7M in Q4 2024. 251 funds tracked by Wall St. Rank hold HLIO as of Q1 2026.

  • UBS Group held 45,857 shares of Helios Technologies worth $2.97M as of Q1 2026.
  • UBS Group sold 30,334 Helios Technologies shares in Q1 2026, an estimated $2.03M.
  • Helios Technologies made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4597 holding.
  • UBS Group first reported a position in Helios Technologies in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's Helios Technologies position peaked at $7M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2026.

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