Ubs Asset Management Americas Inc Healthequity, Inc. Transaction History

Ubs Asset Management Americas Inc

$477 Billion
Q2 2025

A detailed history of Ubs Asset Management Americas Inc transactions in Healthequity, Inc. stock. As of the latest transaction made, Ubs Asset Management Americas Inc holds 417,729 shares of HQY stock, worth $36.7 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

417,729

Previous 372,745 12.07%

Holding current value

$36.7 Million

Previous $32.9 Million 32.85%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$76.77 - $113.06 $3.45 Million - $5.09 Million	44,984 Added 12.07%	417,729 $43.8 Million
Q1 2025 May 19, 2025	BUY	$84.32 - $114.51 $505,245 - $686,143	5,992 Added 1.63%	372,745 $32.9 Million
Q4 2024 Feb 14, 2025	BUY	$78.18 - $104.65 $2.91 Million - $3.9 Million	37,276 Added 11.31%	366,753 $35.2 Million
Q3 2024 Nov 14, 2024	BUY	$67.98 - $86.62 $421,272 - $536,784	6,197 Added 1.92%	329,477 $27 Million
Q2 2024 Aug 13, 2024	BUY	$75.85 - $86.94 $16.6 Million - $19 Million	218,847 Added 209.56%	323,280 $27.9 Million
Q1 2024 May 15, 2024	BUY	$66.17 - $83.53 $47,907 - $60,475	724 Added 0.7%	104,433 $8.52 Million
Q4 2023 Feb 14, 2024	SELL	$62.44 - $76.13 $186,945 - $227,933	-2,994 Reduced 2.81%	103,709 $6.88 Million
Q3 2023 Nov 13, 2023	SELL	$61.58 - $75.59 $2.08 Million - $2.55 Million	-33,719 Reduced 24.01%	106,703 $7.79 Million
Q1 2023 May 15, 2023	SELL	$52.44 - $67.41 $13.8 Million - $17.7 Million	-263,227 Reduced 65.21%	140,422 $8.24 Million
Q4 2022 Feb 14, 2023	BUY	$57.65 - $78.5 $16.5 Million - $22.4 Million	285,624 Added 242.0%	403,649 $24.9 Million
Q3 2022 Nov 14, 2022	BUY	$56.95 - $73.5 $821,617 - $1.06 Million	14,427 Added 13.93%	118,025 $7.93 Million
Q2 2022 Aug 12, 2022	SELL	$54.14 - $71.62 $21,385 - $28,289	-395 Reduced 0.38%	103,598 $6.36 Million
Q1 2022 May 16, 2022	BUY	$45.4 - $67.44 $618,075 - $918,128	13,614 Added 15.06%	103,993 $7.01 Million
Q4 2021 Feb 14, 2022	SELL	$39.52 - $69.52 $13,515 - $23,775	-342 Reduced 0.38%	90,379 $4 Million
Q3 2021 Nov 15, 2021	BUY	$61.14 - $82.65 $9,598 - $12,976	157 Added 0.17%	90,721 $5.88 Million
Q2 2021 Aug 16, 2021	BUY	$66.24 - $84.6 $381,873 - $487,718	5,765 Added 6.8%	90,564 $7.29 Million
Q1 2021 May 14, 2021	BUY	$67.0 - $91.01 $47,235 - $64,162	705 Added 0.84%	84,799 $5.77 Million
Q4 2020 Mar 01, 2021	BUY	$51.41 - $74.4 $111,970 - $162,043	2,178 Added 2.66%	84,094 $5.86 Million
Q3 2020 Nov 13, 2020	BUY	$46.15 - $61.64 $210,767 - $281,509	4,567 Added 5.9%	81,916 $4.21 Million
Q2 2020 Aug 14, 2020	BUY	$41.09 - $67.57 $32,789 - $53,920	798 Added 1.04%	77,349 $4.54 Million
Q1 2020 May 15, 2020	BUY	$40.54 - $87.73 $7,135 - $15,440	176 Added 0.23%	76,551 $3.87 Million
Q4 2019 Feb 14, 2020	SELL	$51.99 - $76.5 $113,442 - $166,923	-2,182 Reduced 2.78%	76,375 $5.66 Million
Q3 2019 Nov 14, 2019	BUY	$55.4 - $81.98 $1.19 Million - $1.76 Million	21,466 Added 37.6%	78,557 $4.49 Million
Q2 2019 Aug 15, 2019	SELL	$62.18 - $78.3 $18.4 Million - $23.1 Million	-295,213 Reduced 83.79%	57,091 $0
Q1 2019 May 14, 2019	SELL	$52.86 - $84.51 $4.88 Million - $7.8 Million	-92,277 Reduced 20.76%	352,304 $0
Q4 2018 Feb 13, 2019	BUY	$54.39 - $100.44 $22.3 Million - $41.1 Million	409,636 Added 1172.23%	444,581 $26.5 Million
Q3 2018 Nov 14, 2018	BUY	$74.12 - $97.32 $8,449 - $11,094	114 Added 0.33%	34,945 $0
Q2 2018 Aug 14, 2018	SELL	$60.39 - $81.76 $175,312 - $237,349	-2,903 Reduced 7.69%	34,831 $0
Q1 2018 May 14, 2018	BUY	$46.47 - $66.82 $239,227 - $343,989	5,148 Added 15.8%	37,734 $0
Q4 2017 Feb 09, 2018	BUY	$43.69 - $53.96 $58,894 - $72,738	1,348 Added 4.32%	32,586 $0
Q3 2017 Nov 13, 2017	BUY	$40.6 - $50.58 $1.27 Million - $1.58 Million	31,238	31,238 $0

Others Institutions Holding HQY

# of Institutions

541

Shares Held

86.7M

Call Options Held

311K

Put Options Held

246K

View Full List

About HEALTHEQUITY, INC.

Ticker HQY
Exchange NASDAQ
Sector Healthcare
Industry Health Information Services
Shares Outstandng 84,530,704
Market Cap $7.42B
Description
HealthEquity, Inc. provides technology-enabled services platforms to consumers and employers in the United States. The company offers cloud-based platforms for individuals to make health saving and spending decisions, pay healthcare bills, compare treatment options and prices, receive personalized benefit and clinical information, earn wellness ...

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Ubs Asset Management Americas Inc Healthequity, Inc. Transaction History