Position in AXG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$82,758
+$63,216 QoQ
Shares Held
23,511
+394.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AXG Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,257,021,368 across 82 Capital Markets names. AXG ranks #57 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in AXG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,758 | 23,511 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $19,542 | 4,755 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,992 | 3,086 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,115 | 1,290 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,600 | 14,214 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,459 | 5,733 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $106,701 | 28,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $204,924 | 32,946 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $313 | 100 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||