Position in MCI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$435,085
+$122,834 QoQ
Shares Held
25,237
+46.7% QoQ
Ownership
0.123%
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 33.59353330427547.ToString("F0")%
Shared 0.ToString("F0")%
None 66.40646669572453.ToString("F0")%
Common Shares in MCI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,953,881 across 473 Asset Management names. MCI ranks #322 (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 MCI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $435,085 | 25,237 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $312,251 | 17,204 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $358,980 | 17,292 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $377,922 | 17,448 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $472,455 | 20,156 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $488,487 | 23,969 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,128,654 | 56,631 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,278,763 | 68,677 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,053,437 | 61,282 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,872,745 | 101,614 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,161,873 | 198,361 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,067,700 | 205,886 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,617,840 | 114,335 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,662,998 | 119,126 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,474,499 | 113,861 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,519,298 | 113,296 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,737,316 | 114,072 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,956,143 | 122,412 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,721,000 | 174,984 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,285,281 | 216,137 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,542,217 | 254,287 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $3,413,790 | 259,013 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,127,200 | 250,176 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,368,009 | 250,596 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,953,490 | 254,392 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||