Position in HPI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,197,055
-$143,156 QoQ
Shares Held
649,908
+1.8% QoQ
Ownership
2.43%
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 0%
Shared 0%
None 100%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,953,881 across 473 Asset Management names. HPI ranks #102 (0.1% 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 HPI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,197,055 | 649,908 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $10,340,211 | 638,679 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $10,886,552 | 627,467 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,548,587 | 597,160 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,186,507 | 614,015 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,607,948 | 577,748 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,543,855 | 556,404 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,030,617 | 540,432 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,468,371 | 388,958 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,446,781 | 345,170 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,003,164 | 274,754 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $4,851,028 | 318,518 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,031,984 | 376,999 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,981,528 | 372,681 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $5,587,951 | 348,811 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,435,908 | 310,446 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,035,942 | 311,935 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,764,561 | 326,003 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,429,712 | 345,568 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,991,617 | 323,686 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,118,339 | 296,001 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,560,387 | 231,727 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $4,529,258 | 240,662 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,065,472 | 258,971 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $4,212,525 | 262,136 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||