UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in EQH — Equitable Holdings, Inc.
CIK 861177
NEW YORK, NY
Position in EQH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$46,144,423
-$30,372,012 QoQ
Shares Held
1,051,605
-49.0% QoQ
Ownership
0.385%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#44
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. EQH ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,384,840 | $1,331,606,745 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,657,781 | $669,372,060 | |
| 3 | BX |
Blackstone Inc.
|
4,353,274 | $512,249,747 | |
| 4 | STT |
State Street Corp
|
2,962,274 | $502,401,666 | |
| 5 | AMP |
Ameriprise Financial Inc
|
817,247 | $374,920,228 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,150,561 | $358,187,276 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,461,541 | $317,700,229 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,216,125 | $238,853,947 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,144,423 | 1,051,605 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $76,516,435 | 2,061,882 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $90,339,106 | 1,895,889 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $101,301,270 | 1,994,905 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $171,139,102 | 3,050,608 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $134,610,451 | 2,584,190 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $120,672,128 | 2,558,239 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $93,321,556 | 2,220,356 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $88,501,773 | 2,165,976 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $53,912,200 | 1,418,369 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $49,886,593 | 1,498,096 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $44,731,080 | 1,575,593 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,922,756 | 1,764,461 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $44,799,659 | 1,764,461 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $47,296,218 | 1,647,952 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $35,445,541 | 1,345,182 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,935,692 | 1,224,998 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $38,084,885 | 1,232,122 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,666,054 | 1,240,197 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $38,288,678 | 1,291,791 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $40,790,784 | 1,339,599 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $52,898,284 | 1,621,652 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $34,892,549 | 1,363,523 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $23,484,343 | 1,287,519 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $25,139,726 | 1,303,252 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,065,836 | 1,596,252 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||