UBS Group AG
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1610520
ZURICH, V8
Position in BWG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$153,766
+$54,126 QoQ
Shares Held
19,366
+49.1% QoQ
Ownership
0.115%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#27
of 48 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BWG 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. BWG ranks #368 (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 BWG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,766 | 19,366 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $99,640 | 12,991 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $284,864 | 34,034 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $368,830 | 42,492 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $324,513 | 39,051 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $386,822 | 46,326 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $399,392 | 49,924 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $354,280 | 40,077 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $325,997 | 39,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $331,864 | 39,135 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $321,274 | 38,430 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $347,284 | 46,243 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $334,278 | 41,577 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $349,913 | 43,959 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $353,424 | 43,365 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $320,085 | 42,006 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $355,415 | 42,211 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $622,268 | 61,489 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,987,596 | 169,735 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,162,116 | 172,693 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,069,149 | 164,088 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,679,815 | 222,207 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,696,116 | 135,798 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $675,073 | 58,651 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $657,271 | 56,956 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $887,045 | 84,160 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||