Position in IFN
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,790,866
-$453,810 QoQ
Shares Held
246,543
+4.2% QoQ
Ownership
0.578%
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 1%
Shared 0%
None 99%
Common Shares in IFN 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. IFN ranks #191 (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 IFN
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,790,866 | 246,543 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,244,676 | 236,665 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,623,194 | 247,317 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,922,635 | 237,304 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,636,167 | 230,575 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,795,181 | 304,456 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,661,178 | 192,491 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,051,006 | 58,847 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $530,316 | 25,907 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $504,309 | 27,573 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $430,726 | 24,726 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $434,289 | 26,162 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $413,578 | 27,335 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $366,043 | 24,716 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $520,654 | 32,379 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $517,476 | 31,747 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $629,718 | 32,611 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $631,734 | 29,940 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $680,023 | 29,451 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $694,681 | 31,634 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $658,922 | 30,719 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $563,690 | 28,241 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $461,983 | 27,999 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $444,523 | 28,716 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $367,848 | 27,008 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||