Position in BGC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$23,868,852
+$11,434,159 QoQ
Shares Held
2,440,578
+75.3% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 99.0272796034382.ToString("F0")%
Shared 0.ToString("F0")%
None 0.972720396561798.ToString("F0")%
Common Shares in BGC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,389,002,583 across 82 Capital Markets names. BGC ranks #28 (0.4% 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 | NAKA |
Nakamoto Inc.
|
16,944,915 | $149,793,048 |
All Filings in BGC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||