UBS Group’s Haleon HLN Stock Holding History

UBS Group’s Portfolio HLN Stock Details HLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$948K	Buy	+101,600	New	+$945K	﹤0.01%	5781

Other funds holding HLN

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's HLN Position: Q2 2026 in Review

UBS Group increased its Haleon (HLN) stake by 2.5% in Q2 2026, buying an estimated $260K and bringing the position to 1,124,074 shares worth $10.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3385.

UBS Group first reported a position in HLN in Q3 2022 and has held it in 16 quarters since. The position peaked at $148M in Q1 2025. 639 funds tracked by Wall St. Rank hold HLN as of Q2 2026.

UBS Group held 1,124,074 shares of Haleon worth $10.5M as of Q2 2026.
UBS Group bought 27,951 Haleon shares in Q2 2026, an estimated $260K.
Haleon made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3385 holding.
UBS Group first reported a position in Haleon in Q3 2022 and has held it in 16 quarters since.
UBS Group's Haleon position peaked at $148M in Q1 2025.
639 funds tracked by Wall St. Rank held Haleon as of Q2 2026.

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