UBS Group AG
Position in FPF — First Trust Intermediate Duration Preferred & Income Fund
CIK 1610520
ZURICH, V8
Position in FPF
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,796,382
-$48,789 QoQ
Shares Held
158,615
+3.9% QoQ
Ownership
0.261%
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 FPF 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. FPF ranks #190 (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 FPF
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,796,382 | 158,615 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,845,171 | 152,638 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,710,891 | 141,561 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,717,682 | 144,404 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,645,565 | 143,859 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,489,868 | 138,326 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,879,834 | 147,457 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,562,008 | 139,467 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,536,701 | 141,557 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,131,145 | 130,665 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,911,534 | 128,291 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,046,031 | 131,917 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,873,069 | 118,699 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,828,917 | 286,243 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,169,244 | 311,776 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,126,457 | 381,502 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,163,928 | 280,306 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,724,008 | 274,002 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,751,922 | 269,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,143,210 | 244,652 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,446,564 | 227,414 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $5,409,397 | 224,923 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,489,217 | 208,898 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,362,305 | 204,707 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,400,856 | 190,631 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||