UBS Group
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UBS Group’s Helix Energy Solutions HLX Stock Holding History

UBS Group’s Portfolio HLX Stock Details HLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-90,000
Closed -$508K – 7839
2017
Q2 		$508K Buy
+90,000
New +$544K ﹤0.01% 4106

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State Street
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Invesco
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VPM
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VCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's HLX Position: Q1 2026 in Review

UBS Group reduced its Helix Energy Solutions (HLX) stake by 48% in Q1 2026, selling an estimated $3M and leaving 383,090 shares worth $3.79M. The position accounts for ﹤0.01% of the portfolio, ranked #4355.

UBS Group first reported a position in HLX in Q4 2014 and has held it in 46 quarters since. The position peaked at $13.4M in Q4 2024. 274 funds tracked by Wall St. Rank hold HLX as of Q1 2026.

  • UBS Group held 383,090 shares of Helix Energy Solutions worth $3.79M as of Q1 2026.
  • UBS Group sold 352,622 Helix Energy Solutions shares in Q1 2026, an estimated $3M.
  • Helix Energy Solutions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4355 holding.
  • UBS Group first reported a position in Helix Energy Solutions in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Helix Energy Solutions position peaked at $13.4M in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2026.

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