UBS Group AG
Position in PFD — Flaherty & Crumrine Preferred & Income Fund Inc
CIK 1610520
ZURICH, V8
Position in PFD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,259,057
-$200,180 QoQ
Shares Held
112,617
-8.4% QoQ
Ownership
0.876%
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 PFD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,947,237 across 473 Asset Management names. PFD ranks #246 (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 PFD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,259,057 | 112,617 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,459,237 | 122,935 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,465,466 | 121,919 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,483,995 | 131,211 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,446,471 | 128,919 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,547,568 | 137,684 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,856,563 | 155,361 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,610,766 | 154,288 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,683,488 | 158,670 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,440,039 | 145,753 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,625,586 | 178,049 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,345,031 | 136,413 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,139,142 | 107,365 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,176,937 | 105,935 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $1,081,826 | 101,963 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,102,252 | 87,829 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,250,947 | 90,256 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,548,207 | 88,469 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,235,914 | 78,421 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,339,540 | 80,212 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,430,730 | 80,741 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,407,909 | 74,296 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $890,432 | 53,933 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $881,000 | 60,675 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $652,672 | 54,074 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||