UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in KKR — KKR & Co. Inc.
CIK 861177
NEW YORK, NY
Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$317,700,229
+$2,640,423 QoQ
Shares Held
3,461,541
+1.6% QoQ
Ownership
0.386%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#32
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. KKR ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,384,840 | $1,331,606,745 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,657,781 | $669,372,060 | |
| 3 | BX |
Blackstone Inc.
|
4,353,274 | $512,249,747 | |
| 4 | STT |
State Street Corp
|
2,962,274 | $502,401,666 | |
| 5 | AMP |
Ameriprise Financial Inc
|
817,247 | $374,920,228 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,150,561 | $358,187,276 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
3,461,541 | $317,700,229 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,216,125 | $238,853,947 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,700,229 | 3,461,541 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $315,059,806 | 3,406,052 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $420,278,991 | 3,296,823 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $432,332,338 | 3,326,913 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $573,074,477 | 4,307,859 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $438,205,709 | 3,790,379 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $494,838,373 | 3,345,537 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $394,733,540 | 3,022,925 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $313,792,523 | 2,981,685 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $192,320,925 | 1,912,119 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $159,752,029 | 1,928,208 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $119,962,422 | 1,947,442 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $96,365,752 | 1,720,817 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $90,377,304 | 1,720,817 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $78,603,957 | 1,693,321 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $78,141,492 | 1,817,244 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $77,162,603 | 1,666,939 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $104,002,221 | 1,778,728 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $127,144,454 | 1,706,637 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,593,994 | 1,816,590 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $99,594,046 | 1,681,196 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $78,747,757 | 1,612,032 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $71,204,575 | 1,758,572 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $50,656,443 | 1,475,144 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $44,331,508 | 1,435,606 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,622,203 | 1,432,561 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||