UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 861177
NEW YORK, NY
Position in APAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,616,093
-$899,605 QoQ
Shares Held
162,644
-9.2% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 380 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. APAM ranks #27 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,384,840 | $1,331,606,745 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,657,781 | $669,372,060 | |
| 3 | BX |
Blackstone Inc.
|
4,353,274 | $512,249,747 | |
| 4 | STT |
State Street Corp
|
2,962,274 | $502,401,666 | |
| 5 | AMP |
Ameriprise Financial Inc
|
817,247 | $374,920,228 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,150,561 | $358,187,276 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,461,541 | $317,700,229 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,216,125 | $238,853,947 |
All Filings in APAM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,616,093 | 162,644 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,515,698 | 179,052 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,786,342 | 166,577 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,383,379 | 170,124 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $12,611,570 | 284,493 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,085,640 | 206,794 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $9,654,130 | 224,254 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,053,357 | 208,988 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,905,195 | 215,779 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,523,082 | 98,822 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,878,824 | 87,796 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,256,548 | 87,027 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,087,601 | 78,545 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,511,867 | 78,545 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,172,760 | 73,157 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,618,168 | 60,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,799,249 | 78,697 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,872,429 | 72,997 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,464,283 | 72,718 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,026,260 | 82,303 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,563,039 | 70,111 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,158,005 | 60,533 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,091,529 | 61,413 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,954,255 | 50,122 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,641,314 | 50,502 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,130,437 | 52,603 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||