Position in BGC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$12,788,231
-$11,080,621 QoQ
Shares Held
1,196,280
-51.0% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#39
of 367 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. BGC ranks #32 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in BGC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,788,231 | 1,196,280 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $23,868,852 | 2,440,578 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $12,434,693 | 1,392,463 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $18,829,513 | 1,990,435 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,108,830 | 1,183,659 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,060,915 | 770,002 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,116,518 | 895,863 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,688,031 | 292,814 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $597,889 | 72,035 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,751,062 | 225,362 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,656,491 | 229,431 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,368,734 | 259,230 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 BGCP | — | 265,745 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 BGCP | — | 212,871 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 BGCP | — | 165,374 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 BGCP | — | 51,018 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 BGCP | — | 24,889 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 BGCP | — | 104,867 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 BGCP | — | 175,971 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 BGCP | — | 38,146 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 BGCP | — | 28,214 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 BGCP | — | 141,388 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 BGCP | — | 68,614 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 BGCP | — | 67,187 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 BGCP | — | 1,272,433 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 BGCP | — | 113,410 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||