Position in JHS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$113,381
-$1,927 QoQ
Shares Held
10,364
+5.3% QoQ
Ownership
0.089%
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 5%
Shared 0%
None 95%
Common Shares in JHS 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. JHS ranks #383 (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 JHS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $113,381 | 10,364 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $115,308 | 9,847 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $122,335 | 10,474 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $119,849 | 10,625 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $115,962 | 10,226 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $148,108 | 13,224 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $125,906 | 10,826 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $118,003 | 10,826 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $148,380 | 13,272 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $155,453 | 14,288 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $674,153 | 65,707 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $969,417 | 90,011 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,311,797 | 120,128 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,348,385 | 126,609 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,120,390 | 105,399 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,357,690 | 119,305 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,034,053 | 149,015 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,021,454 | 196,071 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,598,601 | 163,743 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,616,267 | 163,619 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,708,038 | 173,481 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,997,052 | 190,531 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,038,983 | 200,593 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,862,311 | 198,221 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,609,735 | 187,212 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||