Position in EMD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,835,171
-$126,420 QoQ
Shares Held
288,714
+3.6% QoQ
Ownership
0.497%
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 12%
Shared 0%
None 88%
Common Shares in EMD 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. EMD ranks #188 (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 EMD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,835,171 | 288,714 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,961,591 | 278,607 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,926,791 | 283,604 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,909,614 | 289,514 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,841,494 | 287,310 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,893,012 | 300,729 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,677,902 | 459,519 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,783,538 | 621,218 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,474,134 | 569,629 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,922,026 | 534,422 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,780,650 | 696,464 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,974,744 | 693,126 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,267,178 | 729,590 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,650,071 | 729,975 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,016,735 | 753,977 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,129,642 | 807,434 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $8,857,636 | 825,502 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,379,135 | 732,745 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,824,892 | 795,948 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,690,904 | 763,091 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $10,363,910 | 783,957 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $10,619,766 | 764,012 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $8,803,526 | 714,572 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,818,076 | 715,753 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $7,679,454 | 729,293 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||