UBS Group AG

Position in IGR — Cbre Global Real Estate Income Fund

CIK 1610520 ZURICH, V8

Back to IGR Full portfolio

Position in IGR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$24,807,849

-$661,784 QoQ

Shares Held

5,650,991

-2.8% QoQ

Ownership

3.73%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 4.841292438795248.ToString("F0")% Shared 0.ToString("F0")% None 95.15870756120475.ToString("F0")%

Common Shares in IGR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

UBS Group AG holds $8,381,199,267 across 471 Asset Management names. IGR ranks #51 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 IGR

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$24,807,849	5,650,991	-2.8%	Shares	Defined	2026-05-05
2025-12-31	$25,469,633	5,814,985	+5.1%	Shares	Defined	2026-01-29
2025-09-30	$28,425,417	5,530,237	+3.4%	Shares	Defined	2025-11-13
2025-06-30	$28,285,592	5,346,993	-0.1%	Shares	Defined	2025-08-14
2025-03-31	$27,614,622	5,351,671	+2.1%	Shares	Defined	2025-05-13
2024-12-31	$25,223,355	5,243,941	+1.0%	Shares	Defined	2025-02-14
2024-09-30	$34,101,611	5,190,504	+7.8%	Shares	Defined	2024-11-14
2024-06-30	$24,257,514	4,812,999	-1.2%	Shares	Defined	2024-08-14
2024-03-31	$26,209,708	4,871,693	+4.3%	Shares	Defined	2024-05-13
2023-12-31	$25,350,975	4,668,688	-4.4%	Shares	Defined	2024-02-09
2023-09-30	$21,978,031	4,884,007	-2.0%	Shares	Defined	2023-11-09
2023-06-30	$26,054,504	4,981,741	+8.5%	Shares	Defined	2023-08-11
2023-03-31	$24,375,024	4,590,400	+10.8%	Shares	Defined	2023-05-12
2022-12-31	$23,749,308	4,144,731	+7.3%	Shares	Defined	2023-02-08
2022-09-30	$22,285,921	3,862,378	-0.3%	Shares	Defined	2022-11-10
2022-06-30	$28,117,028	3,872,869	+2.6%	Shares	Defined	2022-08-10
2022-03-31	$34,135,753	3,776,079	+4.2%	Shares	Defined	2022-05-16
2021-12-31	$35,463,276	3,622,398	-0.3%	Shares	Defined	2022-02-14
2021-09-30	$30,370,575	3,632,844	+0.3%	Shares	Defined	2021-11-15
2021-06-30	$31,900,675	3,620,962	+5.2%	Shares	Defined	2021-08-13
2021-03-31	$26,880,989	3,441,868	+25.8%	Shares	Defined	2021-05-12
2020-12-31	$18,818,746	2,735,283	-1.7%	Shares	Defined	2021-02-11
2020-09-30	$16,636,533	2,782,029	-10.4%	Shares	Defined	2020-11-12
2020-06-30	$18,546,413	3,106,602	-15.3%	Shares	Defined	2020-07-31
2020-03-31	$19,214,157	3,666,824	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.