UBS Group
HQY icon

UBS Group’s HealthEquity HQY Stock Holding History

UBS Group’s Portfolio HQY Stock Details HQY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.62M Buy
67,200
+57,500
+593% +$4.72M ﹤0.01% 3964
2025
Q4 		$889K Sell
9,700
-5,400
-36% -$517K ﹤0.01% 5679
2025
Q3 		$1.43M Buy
+15,100
New +$1.42M ﹤0.01% 5268
2025
Q2 		– Sell
-28,600
Closed -$2.53M – 10509
2025
Q1 		$2.53M Buy
+28,600
New +$2.93M ﹤0.01% 4497
2024
Q1 		– Sell
-90,800
Closed -$6.02M – 9623
2023
Q4 		$6.02M Buy
90,800
+80,800
+808% +$5.6M ﹤0.01% 2586
2023
Q3 		$731K Hold
10,000
– – ﹤0.01% 4362
2023
Q2 		$631K Buy
+10,000
New +$580K ﹤0.01% 4628
2023
Q1 		– Sell
-39,900
Closed -$2.46M – 9918
2022
Q4 		$2.46M Buy
+39,900
New +$2.68M ﹤0.01% 3191
2021
Q4 		– Sell
-10,000
Closed -$648K – 10446
2021
Q3 		$648K Buy
+10,000
New +$694K ﹤0.01% 4534
2021
Q2 		– Sell
-90,000
Closed -$6.12M – 9551
2021
Q1 		$6.12M Sell
90,000
-400
-0.4% -$31.4K ﹤0.01% 2399
2020
Q4 		$6.3M Buy
90,400
+54,600
+153% +$3.4M ﹤0.01% 2230
2020
Q3 		$1.84M Hold
35,800
– – ﹤0.01% 3124
2020
Q2 		$2.1M Buy
+35,800
New +$1.98M ﹤0.01% 2830
2020
Q1 		– Sell
-38,300
Closed -$2.84M – 8139
2019
Q4 		$2.84M Buy
38,300
+16,800
+78% +$1.05M ﹤0.01% 3190
2019
Q3 		$1.23M Buy
+21,500
New +$1.43M ﹤0.01% 3781
2016
Q2 		– Sell
-35,000
Closed -$863K – 7829
2016
Q1 		$863K Sell
35,000
-31,200
-47% -$669K ﹤0.01% 3383
2015
Q4 		$1.66M Buy
66,200
+49,300
+292% +$1.51M ﹤0.01% 2972
2015
Q3 		$499K Buy
+16,900
New +$531K ﹤0.01% 3899

Other funds holding HQY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's HQY Position: Q1 2026 in Review

UBS Group increased its HealthEquity (HQY) stake by 27% in Q1 2026, buying an estimated $13.9M and bringing the position to 786,667 shares worth $65.7M. The position accounts for 0.01% of the portfolio, ranked #1367.

UBS Group first reported a position in HQY in Q4 2014 and has held it in 46 quarters since. The position peaked at $66.1M in Q2 2025. 485 funds tracked by Wall St. Rank hold HQY as of Q1 2026.

  • UBS Group held 786,667 shares of HealthEquity worth $65.7M as of Q1 2026.
  • UBS Group bought 168,926 HealthEquity shares in Q1 2026, an estimated $13.9M.
  • HealthEquity made up 0.01% of UBS Group's portfolio in Q1 2026, its #1367 holding.
  • UBS Group first reported a position in HealthEquity in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's HealthEquity position peaked at $66.1M in Q2 2025.
  • 485 funds tracked by Wall St. Rank held HealthEquity as of Q1 2026.

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