Ubs Asset Management Americas Inc Heritage Financial Corp Transaction History
Ubs Asset Management Americas Inc
- $477 Billion
- Q2 2025
A detailed history of Ubs Asset Management Americas Inc transactions in Heritage Financial Corp stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 98,734 shares of HFWA stock, worth $2.41 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
98,734
Previous 78,130
26.37%
Holding current value
$2.41 Million
Previous $1.9 Million
23.84%
% of portfolio
0.0%
Previous 0.0%
Shares
22 transactions
Others Institutions Holding HFWA
# of Institutions
181Shares Held
29MCall Options Held
0Put Options Held
53.5K-
Black Rock Inc. New York, NY4.98MShares$122 Million0.0% of portfolio
-
Jennison Associates LLC2.98MShares$72.6 Million0.04% of portfolio
-
Vanguard Group Inc Valley Forge, PA2.42MShares$59 Million0.0% of portfolio
-
Victory Capital Management Inc2.41MShares$58.7 Million0.04% of portfolio
-
Dimensional Fund Advisors LP Austin, TX2.04MShares$49.7 Million0.01% of portfolio
About HERITAGE FINANCIAL CORP
- Ticker HFWA
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 35,104,200
- Market Cap $856M
- Description
- Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savin...