Position in PEO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$758,467
+$78,614 QoQ
Shares Held
27,283
-12.8% QoQ
Ownership
0.099%
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 1%
Shared 0%
None 99%
Common Shares in PEO 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. PEO ranks #277 (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 PEO
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $758,467 | 27,283 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $679,853 | 31,272 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $701,659 | 32,605 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $796,779 | 37,285 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $900,720 | 39,488 | Shares | Defined | 2025-05-13 | |
| 2024-09-30 | $869,542 | 37,448 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $858,034 | 36,342 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $911,815 | 39,541 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $922,594 | 44,721 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $741,249 | 32,061 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $613,398 | 29,462 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $608,020 | 29,573 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,437,339 | 65,933 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $694,371 | 35,682 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $927,842 | 47,655 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,015,649 | 48,526 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,275,270 | 379,859 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,943,194 | 697,463 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,951,281 | 676,005 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,771,043 | 664,245 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $6,993,004 | 615,040 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,767,882 | 589,763 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,389,738 | 562,477 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $3,177,731 | 383,321 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||