UBS Group AG
Position in FINS — Angel Oak Financial Strategies Income Term Trust
CIK 1610520
ZURICH, V8
Position in FINS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,061,874
-$380,698 QoQ
Shares Held
707,959
-4.4% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 44 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINS 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. FINS ranks #120 (0.1% 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 FINS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,061,874 | 707,959 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,442,572 | 740,594 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,514,832 | 720,275 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $10,394,617 | 792,877 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $12,359,386 | 952,187 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,173,314 | 754,697 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,825,584 | 694,928 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,188,508 | 695,046 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,644,799 | 698,852 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,945,025 | 716,175 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,790,078 | 822,005 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $10,087,292 | 837,815 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $9,685,629 | 820,121 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,421,549 | 926,322 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $11,155,907 | 870,875 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $14,345,074 | 1,070,528 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $12,702,795 | 871,248 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $14,783,560 | 936,261 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,160,818 | 947,293 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,329,188 | 841,903 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $14,902,524 | 828,839 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $14,537,895 | 834,552 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $12,457,422 | 739,752 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $14,686,644 | 871,611 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $13,223,488 | 782,455 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $7,931,834 | 463,850 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||