Position in BHK
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$12,605,386
+$575,721 QoQ
Shares Held
1,376,134
+9.7% QoQ
Ownership
1.91%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 104 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.017969180326915.ToString("F0")%
Shared 0.ToString("F0")%
None 91.98203081967308.ToString("F0")%
Common Shares in BHK 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. BHK ranks #87 (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 BHK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,605,386 | 1,376,134 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $12,029,665 | 1,254,397 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $13,448,470 | 1,352,965 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,162,916 | 1,251,329 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,877,191 | 1,279,004 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,850,813 | 1,132,965 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,792,722 | 1,145,575 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $11,427,458 | 1,073,001 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,971,211 | 1,015,853 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,434,203 | 956,389 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,897,903 | 995,765 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,733,300 | 914,784 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,534,831 | 879,597 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,391,208 | 1,001,080 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $10,074,610 | 1,007,461 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $11,505,432 | 1,016,381 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,613,365 | 1,124,105 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,372,220 | 1,536,779 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $28,464,088 | 1,718,846 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $27,549,710 | 1,667,658 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $23,443,758 | 1,493,233 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $24,910,589 | 1,528,257 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $22,448,640 | 1,433,502 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $18,438,020 | 1,199,611 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $15,150,347 | 1,145,151 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||