Position in HESM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$74,237,364
-$2,103,276 QoQ
Shares Held
1,974,398
+0.5% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 285 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 37%
Shared 0%
None 63%
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026UBS Group AG holds $6,026,949,822 across 56 Oil & Gas Midstream names. HESM ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
11,588,291 | $1,007,486,018 | |
| 2 | WMB |
Williams Companies, Inc.
|
10,803,397 | $803,124,531 | |
| 3 | ET |
Energy Transfer LP
|
30,548,239 | $584,082,329 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
16,345,932 | $522,579,444 | |
| 5 | TRGP |
Targa Resources Corp.
|
1,842,684 | $494,097,283 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
11,815,406 | $434,334,323 | |
| 7 | MPLX |
Mplx LP
|
5,259,274 | $296,254,903 | |
| 8 | ENB |
Enbridge Inc
|
4,832,409 | $261,964,889 |
All Filings in HESM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,237,364 | 1,974,398 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,340,640 | 1,963,999 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $70,318,796 | 2,038,226 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $68,037,310 | 1,969,242 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $68,880,025 | 1,788,627 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $73,416,665 | 1,736,029 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $77,981,846 | 2,105,910 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $62,274,828 | 1,765,660 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $49,647,494 | 1,362,445 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,304,194 | 1,226,244 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $29,077,901 | 919,314 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $26,311,380 | 903,240 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $22,256,866 | 725,452 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $18,082,666 | 624,833 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,756,294 | 660,304 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $16,091,584 | 630,548 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $20,857,368 | 744,906 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $18,076,290 | 602,543 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,237,784 | 406,724 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,664,907 | 448,951 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,559,399 | 457,798 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,816,350 | 437,839 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $8,272,982 | 422,738 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,510,497 | 497,384 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $9,120,740 | 497,857 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,875,805 | 381,477 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||