UBS Group AG
Position in BWG — BrandywineGLOBAL-Global Income Opportunities Fund Inc
CIK 1610520
ZURICH, V8
Position in BWG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$99,640
-$185,224 QoQ
Shares Held
12,991
-61.8% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in BWG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,953,881 across 473 Asset Management names. BWG ranks #390 (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 BWG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||