Position in MMU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,451,042
-$63,112 QoQ
Shares Held
141,152
-2.7% QoQ
Ownership
0.258%
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 0%
Shared 0%
None 100%
Common Shares in MMU 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. MMU ranks #235 (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 MMU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,451,042 | 141,152 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,514,154 | 145,034 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,581,564 | 152,956 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,643,815 | 166,042 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,600,033 | 155,494 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,130,636 | 208,886 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,242,080 | 206,834 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,058,935 | 198,931 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,001,707 | 191,551 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,061,143 | 202,669 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,292,473 | 144,734 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,847,495 | 186,052 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,257,271 | 219,579 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,164,898 | 214,985 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,560,702 | 263,990 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,873,728 | 271,876 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $3,278,733 | 282,163 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,685,328 | 281,753 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,677,103 | 275,645 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,700,599 | 273,107 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,111,454 | 239,527 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,734,790 | 212,990 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,717,016 | 222,889 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,782,188 | 231,656 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,360,149 | 197,337 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||