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Equibles

UBS Group AG

Position in HFWA — Heritage Financial Corp /Wa/

CIK 1610520 ZURICH, V8
Back to HFWA Full portfolio

Position in HFWA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,079,769
-$808,581 QoQ
Shares Held
171,498
-24.3% QoQ
Ownership
0.419%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 191 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in HFWA Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. HFWA ranks #119 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 DB
Deutsche Bank Aktiengesellschaft
 28,999,073 $979,008,699
2 PNC
Pnc Financial Services Group, Inc.
 2,515,431 $619,349,419
3 TFC
Truist Financial Corp
 6,545,833 $326,113,398
4 USB
US Bancorp De
 5,381,171 $325,022,727
5 FITB
Fifth Third Bancorp
 5,705,460 $321,616,778
6 CFG
Citizens Financial Group Inc/Ri
 4,166,727 $291,962,558
7 HBAN
Huntington Bancshares Inc /Md/
 11,958,250 $212,019,770
8 MTB
M&T Bank Corp
 868,700 $206,759,285

All Filings in HFWA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,079,769 171,498
2026-03-31 $5,888,350 226,475
2025-12-31 $2,519,103 106,516
2025-09-30 $2,381,069 98,432
2025-06-30 $2,611,576 109,546
2025-03-31 $2,377,965 97,738
2024-12-31 $1,498,297 61,155
2024-09-30 $817,484 37,551
2024-06-30 $641,722 35,592
2024-03-31 $730,110 37,654
2023-12-31 $1,123,338 52,517
2023-09-30 $364,396 22,342
2023-06-30 $290,395 17,959
2023-03-31 $506,538 23,670
2022-12-31 $889,264 29,023
2022-09-30 $548,324 20,715
2022-06-30 $206,462 8,206
2022-03-31 $654,215 26,106
2021-12-31 $795,422 32,546
2021-09-30 $563,116 22,083
2021-06-30 $1,071,555 42,828
2021-03-31 $1,809,365 64,071
2020-12-31 $1,145,875 48,990
2020-09-30 $659,262 35,849
2020-06-30 $739,560 36,978
2020-03-31 $649,220 32,461