Skip to main content
Equibles

UBS Group AG

Position in PFX — PhenixFIN Corp

CIK 1610520 ZURICH, V8
Back to PFX Full portfolio

Position in PFX

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$5,531
-$13,529 QoQ
Shares Held
130
-73.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 11 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PFX 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. PFX ranks #448 (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 PFX

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,531 130
2026-03-31 $19,060 488
2025-12-31 $5,743 130
2025-09-30 $99,964 2,099
2025-06-30 $99,425 1,963
2025-03-31 $114,534 2,121
2024-12-31 $26,232 518
2024-09-30 $10,377 218
2024-06-30 $98,824 2,113
2024-03-31 $93,315 2,116
2023-12-31 $77,142 1,826
2023-09-30 $4,927 130
2023-06-30 $4,940 130
2023-03-31 $21,645 585
2022-12-31 $111,437 3,589
2022-09-30 $72,685 2,084
2022-06-30 $22,106 606
2022-03-31 $14,069 344
2021-12-31 $16,436 393
2021-09-30 $31,059 724
2021-06-30 $47,083 1,154
2021-03-31 $50,564 1,536