SEC 13F Intelligence

Helios Capital Management Pte. Ltd / UBS

Helios Capital Management Pte. Ltd’s Ubs Group AG Position

Does Helios Capital Management Pte. Ltd own Ubs Group AG (UBS)? Yes — 136.0K shares worth $5M (+5.50% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
136.0K
% of Portfolio
+5.50%
Quarters Held
10
currently held

Position History UBS

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026136.0K$5M+5.50%
Q4 2025136.0K$6M+4.36%
Q3 2025136.0K$6M+3.76%
Q2 2025136.0K$5M+3.54%
Q1 2025112.0K$3M+5.95%
Q4 2024112.0K$3M+2.00%
Q3 202498.2K$3M+1.87%
Q2 202498.2K$3M+1.88%
Q1 202498.2K$3M+2.12%
Q4 202398.2K$3M+2.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Helios Capital Management Pte. Ltd’s full portfolio or all institutional holders of UBS.