Position in DMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$143,824
-$5,912 QoQ
Shares Held
13,429
-3.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DMO 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. DMO ranks #375 (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 DMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,824 | 13,429 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $149,736 | 13,929 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $296,452 | 26,804 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $322,768 | 27,540 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $332,254 | 27,827 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $327,685 | 27,723 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $332,511 | 28,179 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $332,203 | 27,753 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $415,497 | 34,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $341,310 | 29,147 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $345,621 | 30,942 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $281,726 | 26,305 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $426,384 | 40,301 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $518,528 | 49,620 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $539,727 | 50,114 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $554,421 | 49,903 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $219,793 | 18,818 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $276,263 | 20,663 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $330,939 | 21,758 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $353,709 | 22,879 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $466,124 | 29,899 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $369,366 | 25,230 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $295,681 | 20,852 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $412,833 | 31,466 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $356,187 | 24,280 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $339,776 | 26,545 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||