Position in HESM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$76,340,640
+$6,021,844 QoQ
Shares Held
1,963,999
-3.6% QoQ
Ownership
1.53%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026UBS Group AG holds $6,370,775,249 across 57 Oil & Gas Midstream names. HESM ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OKE |
Oneok Inc /New/
|
12,710,262 | $1,148,880,580 | |
| 2 | WMB |
Williams Companies, Inc.
|
9,047,346 | $658,465,839 | |
| 3 | ET |
Energy Transfer LP
|
30,973,018 | $597,779,247 | |
| 4 | KMI |
Kinder Morgan, Inc.
|
17,810,078 | $597,171,912 | |
| 5 | EPD |
Enterprise Products Partners L.P.
|
12,607,250 | $477,058,339 | |
| 6 | TRGP |
Targa Resources Corp.
|
1,852,902 | $464,578,113 | |
| 7 | LNG |
Cheniere Energy, Inc.
|
1,485,662 | $421,571,446 | |
| 8 | MPLX |
Mplx LP
|
5,233,512 | $298,676,529 |
All Filings in HESM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||