Position in BTO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,727,541
+$129,856 QoQ
Shares Held
43,824
-1.6% QoQ
Ownership
0.221%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 84 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BTO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,109,896 across 469 Asset Management names. BTO ranks #224 (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 BTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,727,541 | 43,824 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,597,685 | 44,541 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,672,123 | 47,666 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,681,669 | 46,739 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,653,334 | 46,678 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,433,540 | 42,027 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,497,195 | 41,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,376,803 | 41,520 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,333,723 | 47,616 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,076,001 | 36,376 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,121,923 | 37,298 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $777,978 | 29,626 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $811,331 | 30,251 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $705,351 | 23,096 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $728,223 | 21,862 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $696,024 | 22,054 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,024,045 | 27,580 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,215,004 | 30,224 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,512,218 | 32,458 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,498,319 | 35,238 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,755,707 | 46,769 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,742,831 | 45,339 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,540,140 | 50,746 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,159,898 | 54,125 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,352,214 | 58,920 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,180,820 | 64,385 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||