Position in MUA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,467,346
-$174,646 QoQ
Shares Held
133,274
-13.9% QoQ
Ownership
0.199%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 95 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MUA 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. MUA ranks #234 (0.0% 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 MUA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,467,346 | 133,274 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,641,992 | 154,759 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $156,826 | 14,643 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $161,327 | 14,534 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $289,380 | 27,825 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $900,914 | 83,187 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $954,495 | 86,458 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,648,369 | 132,933 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,067,933 | 264,477 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,920,809 | 263,611 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,784,650 | 262,951 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,291,976 | 254,664 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,608,502 | 256,238 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,077,750 | 292,284 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,260,498 | 301,340 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,995,419 | 194,296 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,360,495 | 193,801 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,098,073 | 85,787 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,018,430 | 68,535 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,030,975 | 67,872 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,167,318 | 69,236 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,122,288 | 73,641 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,060,365 | 72,232 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $995,714 | 72,363 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,066,844 | 76,862 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $976,929 | 73,288 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||