Position in BCAT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,830,090
+$229,397 QoQ
Shares Held
978,775
+1.9% QoQ
Ownership
0.934%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in BCAT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,953,881 across 473 Asset Management names. BCAT ranks #82 (0.2% 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 BCAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,830,090 | 978,775 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $13,600,693 | 960,501 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $16,841,046 | 1,138,678 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,249,264 | 1,337,468 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,917,474 | 1,383,158 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $23,347,224 | 1,541,071 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $26,799,812 | 1,629,168 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $24,913,365 | 1,518,182 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,393,854 | 1,524,241 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $23,070,345 | 1,543,167 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,670,405 | 1,426,529 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $21,816,207 | 1,430,571 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,595,998 | 1,426,420 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,975,588 | 1,296,005 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $22,337,330 | 1,641,244 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $23,427,811 | 1,599,168 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $32,667,282 | 1,972,662 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,470,132 | 2,337,796 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $43,026,585 | 2,130,029 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,896,780 | 1,274,990 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $29,342,624 | 1,429,256 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $23,467,667 | 1,077,982 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,740,716 | 427,210 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||