Healthequity shares owned by UBS Group
Historical chart of UBS Group investment in Healthequity
Tip: Access up to 7 years of quarterly data
All positions including Healthequity held by UBS Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Healthequity by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $54M | 572k | 94.77 |
| 2025-06-30 | $66M | 631k | 104.76 |
| 2025-03-31 | $61M | 693k | 88.37 |
| 2024-12-31 | $46M | 477k | 95.95 |
| 2024-09-30 | $24M | 287k | 81.85 |
| 2024-06-30 | $25M | 290k | 86.20 |
| 2024-03-31 | $31M | 374k | 81.63 |
| 2023-12-31 | $13M | 193k | 66.30 |
| 2023-09-30 | $10M | 137k | 73.05 |
| 2023-06-30 | $8.6M | 136k | 63.14 |
| 2023-03-31 | $4.9M | 84k | 58.71 |
| 2022-12-31 | $6.1M | 99k | 61.64 |
| 2022-09-30 | $2.2M | 33k | 67.16 |
| 2022-06-30 | $4.1M | 66k | 61.39 |
| 2022-03-31 | $2.2M | 33k | 67.71 |
| 2021-12-31 | $1.4M | 32k | 44.23 |
| 2021-09-30 | $3.5M | 54k | 64.76 |
| 2021-06-30 | $3.2M | 40k | 80.43 |
| 2021-03-31 | $14M | 207k | 68.00 |
| 2020-12-31 | $16M | 224k | 70.18 |
| 2020-09-30 | $4.4M | 85k | 51.37 |
| 2020-06-30 | $5.1M | 86k | 58.68 |
| 2020-03-31 | $3.8M | 75k | 50.58 |
| 2019-12-31 | $11M | 146k | 74.07 |
| 2019-09-30 | $5.9M | 103k | 57.33 |
| 2019-06-30 | $7.9M | 120k | 65.40 |
| 2019-03-31 | $10M | 135k | 74.04 |
| 2018-12-31 | $8.1M | 136k | 59.50 |
| 2018-09-30 | $12M | 124k | 94.41 |
| 2018-06-30 | $8.9M | 118k | 75.44 |
| 2018-03-31 | $7.2M | 119k | 60.19 |
| 2017-12-31 | $4.7M | 100k | 46.59 |
| 2017-09-30 | $4.2M | 84k | 50.58 |
| 2017-06-30 | $5.7M | 115k | 49.83 |
| 2017-03-31 | $4.6M | 108k | 42.45 |
| 2016-12-31 | $2.8M | 68k | 40.53 |
| 2016-09-30 | $2.5M | 65k | 37.85 |
| 2016-06-30 | $1.6M | 53k | 30.00 |
| 2016-03-31 | $2.3M | 90k | 25.00 |
| 2015-12-31 | $2.5M | 101k | 25.08 |
| 2015-09-30 | $1.5M | 51k | 29.53 |
| 2015-03-31 | $221k | 8.8k | 25.00 |