UBS Group AG HQGO — LATTICE STRATEGIES TR

Ownership history in UBS Group AG  ·  3 quarters on record

AI Ownership Summary

UBS Group AG reported LATTICE STRATEGIES TR (HQGO) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. The latest visible filing shows HQGO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HQGO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in LATTICE STRATEGIES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HQGO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held HQGO — position size vs. price
% of Fund (quarterly)    HQGO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 81 — 0% 0.00% $5K 2026-08-13 $68.36
2026 Q1 ADDED — — — 81 +1 +1.2% 0.00% $5K 2026-05-05 $62.91
2025 Q4 INITIATED — — — 80 — — 0.00% $5K 2026-01-29 $60.96

FAQ About UBS Group AG and HQGO

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning HQGO?

UBS Group AG reported HQGO across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported HQGO position in UBS Group AG's portfolio?

The largest reported portfolio weight for HQGO was 0.00% in 2025 Q4.

What is the latest reported HQGO position on this page?

The most recent filing on this page is 2026 Q2, when UBS Group AG reported 81 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this HQGO ownership page compare?

The chart compares UBS Group AG's quarterly HQGO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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