Position in BIT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,249,703
-$522,522 QoQ
Shares Held
259,561
-13.9% QoQ
Ownership
0.455%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in BIT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,225,106 across 468 Asset Management names. BIT ranks #185 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,189,321 | $1,143,603,496 | |
| 2 | BX |
Blackstone Inc.
|
7,311,475 | $860,341,261 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,974,406 | $706,831,971 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
11,039,263 | $470,162,207 | |
| 5 | AMP |
Ameriprise Financial Inc
|
809,191 | $371,224,461 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,665,008 | $302,984,756 | |
| 7 | ARES |
Ares Management Corp
|
2,636,093 | $293,423,509 | |
| 8 | ARCC |
Ares Capital Corp
|
13,778,805 | $255,321,254 |
All Filings in BIT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,249,703 | 259,561 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,772,225 | 301,296 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,386,626 | 259,313 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,244,718 | 242,324 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,216,572 | 280,667 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,190,452 | 281,240 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,230,588 | 281,600 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,692,161 | 299,995 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,569,948 | 304,606 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,631,792 | 344,652 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,902,204 | 382,391 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,745,550 | 385,876 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,353,354 | 429,666 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,490,436 | 432,318 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,491,402 | 443,945 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $7,109,644 | 485,202 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,725,902 | 528,372 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $9,960,182 | 587,347 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,078,269 | 593,498 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,617,126 | 655,347 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $12,757,870 | 664,433 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $16,593,735 | 894,899 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $18,348,447 | 1,016,610 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $17,570,581 | 1,082,091 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $15,106,194 | 1,018,769 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $14,696,236 | 1,183,269 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||