UBS Group AG
Position in PFO — Flaherty & Crumrine PREFERRED & INCOME OPPORTUNITY FUND INC
CIK 1610520
ZURICH, V8
Position in PFO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$79,260
+$23,212 QoQ
Shares Held
8,578
+38.4% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 49 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PFO 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. PFO ranks #400 (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 PFO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,260 | 8,578 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $56,048 | 6,200 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $63,872 | 6,759 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $71,428 | 7,326 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $65,868 | 7,121 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $86,944 | 9,430 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $66,106 | 7,337 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $65,870 | 7,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,574 | 7,742 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $67,460 | 7,993 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $136,568 | 17,157 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $134,975 | 18,142 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $118,275 | 14,766 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $130,317 | 15,796 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $263,349 | 30,622 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $344,702 | 40,222 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $474,914 | 49,886 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $738,426 | 64,211 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $814,163 | 63,856 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $849,811 | 66,288 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $862,944 | 64,640 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $839,160 | 63,766 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $919,672 | 70,097 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $840,068 | 70,594 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $801,293 | 71,994 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $703,969 | 71,108 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||