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Equibles

UBS Group AG

Position in PFL — Pimco Income Strategy Fund

CIK 1610520 ZURICH, V8
Back to PFL Full portfolio

Position in PFL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$474,753
+$337,633 QoQ
Shares Held
60,248
+251.5% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 81 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 81% Shared 0% None 19%

Common Shares in PFL Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,109,896 across 469 Asset Management names. PFL ranks #306 (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 PFL

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $474,753 60,248
2026-03-31 $137,120 17,140
2025-12-31 $144,346 17,123
2025-09-30 $150,573 17,673
2025-06-30 $145,156 17,405
2025-03-31 $149,485 17,382
2024-12-31 $147,269 17,574
2024-09-30 $149,854 17,486
2024-06-30 $139,511 17,118
2024-03-31 $147,755 17,424
2023-12-31 $146,653 17,376
2023-09-30 $150,132 19,574
2023-06-30 $159,909 19,525
2023-03-31 $149,079 18,337
2022-12-31 $151,389 18,667
2022-09-30 $360,634 45,249
2022-06-30 $457,941 50,939
2022-03-31 $530,563 52,016
2021-12-31 $571,877 52,131
2021-09-30 $599,429 51,586
2021-06-30 $322,179 25,269
2021-03-31 $230,964 19,231
2020-12-31 $220,002 19,231
2020-09-30 $273,412 27,017
2020-06-30 $283,697 29,217
2020-03-31 $221,947 26,266