Position in EFT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,157,176
-$224,482 QoQ
Shares Held
107,845
-11.9% QoQ
Ownership
0.406%
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 4%
Shared 0%
None 96%
Common Shares in EFT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,947,237 across 473 Asset Management names. EFT ranks #251 (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 EFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,157,176 | 107,845 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,381,658 | 122,379 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,678,235 | 142,586 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,782,879 | 142,859 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,820,866 | 145,089 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,956,549 | 152,498 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,365,115 | 183,627 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,519,805 | 187,765 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,587,929 | 194,435 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,503,109 | 199,451 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,883,321 | 234,226 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,713,742 | 232,341 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,809,060 | 244,054 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,959,864 | 266,895 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,291,354 | 289,732 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,537,685 | 300,313 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $4,005,540 | 302,991 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,931,898 | 327,049 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,067,736 | 347,820 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,928,165 | 481,457 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,137,940 | 506,237 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,385,531 | 409,235 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,906,606 | 413,014 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,465,060 | 391,672 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,396,767 | 428,953 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||