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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

UBS Group's HLIO Position: Q2 2026 in Review

UBS Group increased its Helios Technologies (HLIO) stake by 201% in Q2 2026, buying an estimated $7.06M and bringing the position to 137,859 shares worth $12.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3219.

UBS Group first reported a position in HLIO in Q4 2014 and has held it in 46 quarters since. 285 funds tracked by Wall St. Rank hold HLIO as of Q2 2026.

  • UBS Group held 137,859 shares of Helios Technologies worth $12.3M as of Q2 2026.
  • UBS Group bought 92,002 Helios Technologies shares in Q2 2026, an estimated $7.06M.
  • Helios Technologies made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3219 holding.
  • UBS Group first reported a position in Helios Technologies in Q4 2014 and has held it in 46 quarters since.
  • 285 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2026.

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