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Equibles

UBS Group AG

Position in FMY — First Trust Mortgage Income Fund

CIK 1610520 ZURICH, V8
Back to FMY Full portfolio

Position in FMY

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,384
+$1,535 QoQ
Shares Held
713
+22.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 15 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in FMY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,109,896 across 469 Asset Management names. FMY ranks #443 (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 FMY

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,384 713
2026-03-31 $6,849 582
2025-12-31 $12 1
2025-09-30 $1,531 125
2025-06-30 $12 1
2025-03-31 $12 1
2024-12-31 $11 1
2024-09-30 $9,379 751
2024-06-30 $11,439 959
2024-03-31 $12 1
2023-12-31 $12 1
2023-09-30 $1,193 107
2023-06-30 $11 1
2023-03-31 $43,720 3,852
2022-12-31 $13,362 1,192
2022-09-30 $26,179 2,323
2022-06-30 $17,311 1,486
2022-03-31 $26,322 2,128
2021-12-31 $20,265 1,488
2021-09-30 $11,090 806
2021-06-30 $46,256 3,352
2021-03-31 $14,315 1,066
2020-12-31 $18,945 1,362
2020-09-30 $31,202 2,296
2020-06-30 $64,094 4,648
2020-03-31 $35,805 2,826