Position in JCE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$728,576
+$120,926 QoQ
Shares Held
44,534
+8.3% QoQ
Ownership
0.262%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#20
of 50 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JCE Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,109,896 across 469 Asset Management names. JCE ranks #283 (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 JCE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $728,576 | 44,534 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $607,650 | 41,113 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $875,440 | 54,921 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $864,646 | 54,968 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $919,785 | 59,341 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $881,454 | 60,415 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,276,833 | 80,304 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $939,982 | 61,157 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,035,810 | 69,054 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $883,258 | 62,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $871,468 | 64,315 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $919,135 | 73,945 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $894,080 | 70,069 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $872,403 | 70,812 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $962,856 | 71,112 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $921,616 | 76,041 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,024,572 | 76,747 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,358,613 | 77,458 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,368,286 | 73,643 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,197,050 | 70,003 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,139,242 | 69,297 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $957,788 | 62,971 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $796,615 | 56,618 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $684,057 | 53,442 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $665,948 | 54,586 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $267,581 | 24,961 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||