UBS Group
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UBS Group’s Helmerich & Payne HP Stock Holding History

UBS Group’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46,400
Closed -$1.02M – 10801
2025
Q3 		$1.02M Buy
+46,400
New +$855K ﹤0.01% 5555
2017
Q1 		– Sell
-22,500
Closed -$1.74M – 7774
2016
Q4 		$1.74M Buy
+22,500
New +$1.6M ﹤0.01% 3042
2016
Q3 		– Sell
-480,000
Closed -$32.2M – 7782
2016
Q2 		$32.2M Buy
+480,000
New +$29.7M 0.02% 678
2015
Q1 		– Sell
-11,500
Closed -$775K – 9021
2014
Q4 		$775K Buy
+11,500
New +$896K ﹤0.01% 3776

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's HP Position: Q1 2026 in Review

UBS Group increased its Helmerich & Payne (HP) stake by 8.5% in Q1 2026, buying an estimated $3.52M and bringing the position to 1,318,509 shares worth $47.5M. The position accounts for 0.01% of the portfolio, ranked #1696.

UBS Group first reported a position in HP in Q4 2014 and has held it in 46 quarters since. 375 funds tracked by Wall St. Rank hold HP as of Q1 2026.

  • UBS Group held 1,318,509 shares of Helmerich & Payne worth $47.5M as of Q1 2026.
  • UBS Group bought 103,317 Helmerich & Payne shares in Q1 2026, an estimated $3.52M.
  • Helmerich & Payne made up 0.01% of UBS Group's portfolio in Q1 2026, its #1696 holding.
  • UBS Group first reported a position in Helmerich & Payne in Q4 2014 and has held it in 46 quarters since.
  • 375 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2026.

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