UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in MC — Moelis & Co
CIK 861177
NEW YORK, NY
Position in MC
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,810,604
-$4,099,245 QoQ
Shares Held
154,572
-17.7% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 49.267008255052666.ToString("F0")%
Shared 0.ToString("F0")%
None 50.73299174494734.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $6,089,018,891 across 39 Capital Markets names. MC ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,539,185 | $2,148,125,112 | |
| 2 | MS |
Morgan Stanley
|
11,017,848 | $1,813,207,239 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,875,673 | $1,116,075,743 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,951,727 | $273,854,677 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
591,666 | $177,990,878 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,125,652 | $142,567,474 | |
| 7 | TW |
Tradeweb Markets Inc.
|
695,079 | $81,782,990 | |
| 8 | XP |
XP Inc.
|
2,942,485 | $56,024,911 |
All Filings in MC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,810,604 | 154,572 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $12,909,849 | 187,807 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $9,819,620 | 137,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $15,624,244 | 250,710 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,879,002 | 169,277 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $12,987,730 | 175,795 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,947,854 | 145,203 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,033,118 | 158,866 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,498,112 | 79,234 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,447,402 | 79,234 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,575,828 | 79,234 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,410,790 | 75,227 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,891,724 | 75,227 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $2,220,841 | 65,686 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,006,337 | 76,400 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,134,180 | 88,055 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,740,943 | 75,843 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,758,357 | 76,909 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,696,652 | 64,979 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,243,570 | 59,103 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,661,622 | 56,921 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $2,183,842 | 62,147 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,834,230 | 58,865 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,580,370 | 56,241 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||