Position in BGH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$83,066
-$150,294 QoQ
Shares Held
6,081
-60.9% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 52 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 29.107054760730144.ToString("F0")%
Shared 0.ToString("F0")%
None 70.89294523926985.ToString("F0")%
Common Shares in BGH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,199,267 across 471 Asset Management names. BGH ranks #396 (0.0% 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 BGH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $83,066 | 6,081 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $233,360 | 15,547 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $238,345 | 15,417 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $259,259 | 16,835 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $244,958 | 16,201 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $331,681 | 21,482 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $285,731 | 18,823 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $234,609 | 16,236 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $235,820 | 16,491 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $232,269 | 17,282 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $312,685 | 24,621 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $262,103 | 20,100 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $291,126 | 22,568 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $457,620 | 36,090 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $477,153 | 39,047 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $606,383 | 46,609 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,301,131 | 83,944 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,751,301 | 158,668 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,496,599 | 146,000 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,838,746 | 107,655 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,385,178 | 86,143 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,445,636 | 95,801 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,574,823 | 118,230 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,417,379 | 112,759 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,269,576 | 114,068 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||