Position in KIO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,281,312
+$16,230 QoQ
Shares Held
646,653
-2.1% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 90 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KIO 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. KIO ranks #135 (0.1% 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 KIO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,281,312 | 646,653 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,265,082 | 660,462 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,190,134 | 620,374 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $7,208,698 | 572,119 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $9,568,105 | 761,792 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,003,310 | 895,306 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,619,034 | 644,173 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,830,302 | 598,259 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,347,957 | 609,340 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,423,044 | 622,086 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,855,985 | 624,979 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,807,116 | 652,769 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $8,582,390 | 739,224 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,304,557 | 756,335 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,379,111 | 488,566 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $4,856,028 | 424,478 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,420,957 | 465,718 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,899,791 | 408,856 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,611,845 | 390,771 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,014,112 | 367,162 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,686,462 | 221,011 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,421,279 | 216,263 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,961,179 | 205,210 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,633,424 | 194,636 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,141,166 | 173,796 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,946,236 | 370,191 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||