Position in ADX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,425,673
+$739,894 QoQ
Shares Held
110,812
+53.3% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32.30155578818179.ToString("F0")%
Shared 0.ToString("F0")%
None 67.69844421181821.ToString("F0")%
Common Shares in ADX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,885,002 across 472 Asset Management names. ADX ranks #201 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,221,365 | $1,174,598,929 | |
| 2 | BX |
Blackstone Inc.
|
7,463,536 | $858,232,003 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,440,923 | $717,647,637 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,166,069 | $518,201,063 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,369,468 | $311,675,789 | |
| 6 | ARCC |
Ares Capital Corp
|
14,316,545 | $257,984,139 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,459,817 | $221,727,902 | |
| 8 | STT |
State Street Corp
|
1,711,403 | $216,595,162 |
All Filings in ADX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,425,673 | 110,812 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,685,779 | 72,289 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,435,607 | 64,377 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,754,558 | 80,818 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,171,569 | 61,694 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,282,922 | 63,511 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,197,938 | 55,563 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,238,618 | 57,637 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $927,043 | 47,492 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $876,413 | 49,487 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $818,038 | 49,161 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $906,563 | 53,930 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $745,762 | 47,959 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $755,454 | 51,957 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $759,534 | 52,130 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $764,284 | 49,823 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,131,441 | 61,358 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,234,650 | 63,609 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,166,575 | 58,918 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,102,731 | 55,778 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,064,027 | 58,271 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,145,444 | 66,249 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,116,317 | 68,866 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,033,560 | 69,320 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $974,528 | 77,405 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||