Position in JMM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$388
+$32 QoQ
Shares Held
66
+11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JMM 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. JMM ranks #470 (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 JMM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388 | 66 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $356 | 59 | Shares | Defined | 2026-01-29 | |
| 2024-12-31 | $13,152 | 2,174 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $10,220 | 1,712 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,725 | 776 | Shares | Defined | 2024-05-13 | |
| 2023-06-30 | $2,575 | 444 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,021 | 520 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,601 | 1,806 | Shares | Sole | 2023-02-08 | |
| 2021-12-31 | $21,405 | 2,824 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,472 | 995 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,111 | 283 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,085 | 151 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,416 | 203 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||