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Equibles

UBS Group AG

Position in AMG — Affiliated Managers Group, Inc.

CIK 1610520 ZURICH, V8
Back to AMG Full portfolio

Position in AMG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$59,482,597
+$23,754,818 QoQ
Shares Held
175,776
+36.1% QoQ
Ownership
0.680%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 87% Shared 0% None 13%

Common Shares in AMG Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $11,391,323,357 across 469 Asset Management names. AMG ranks #27 (0.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 39,623,429 $1,381,950,679
2 STT
State Street Corp
 21,809,585 $1,308,552,374
3 BLK
BlackRock, Inc.
 1,189,321 $1,143,603,496
4 BX
Blackstone Inc.
 7,311,475 $860,341,261
5 APO
Apollo Global Management, Inc.
 5,974,406 $706,831,971
6 BN
BROOKFIELD Corp /ON/
 11,039,263 $470,162,207
7 AMP
Ameriprise Financial Inc
 809,191 $371,224,461
8 TROW
Price T Rowe Group Inc
 2,665,008 $302,984,756

All Filings in AMG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,482,597 175,776
2026-03-31 $35,727,779 129,121
2025-12-31 $85,163,099 295,418
2025-09-30 $83,501,046 350,212
2025-06-30 $34,915,065 177,441
2025-03-31 $20,274,330 120,659
2024-12-31 $25,808,729 139,567
2024-09-30 $12,266,065 68,988
2024-06-30 $10,041,682 64,275
2024-03-31 $8,135,691 48,580
2023-12-31 $7,143,994 47,180
2023-09-30 $6,359,026 48,788
2023-06-30 $6,983,523 46,591
2023-03-31 $6,397,932 44,923
2022-12-31 $5,767,958 36,407
2022-09-30 $3,361,539 30,054
2022-06-30 $3,772,592 32,355
2022-03-31 $4,702,654 33,364
2021-12-31 $7,993,210 48,588
2021-09-30 $7,513,704 49,730
2021-06-30 $8,525,499 55,285
2021-03-31 $6,084,447 40,827
2020-12-31 $5,261,245 51,733
2020-09-30 $3,066,363 44,843
2020-06-30 $158,812 2,130
2020-03-31 $76,112 1,287