Position in PJT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$5,837,361
-$1,044,255 QoQ
Shares Held
41,779
+1.5% QoQ
Ownership
0.162%
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 74%
Shared 0%
None 26%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,257,021,368 across 82 Capital Markets names. PJT ranks #36 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,837,361 | 41,779 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,881,616 | 41,158 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $22,223,180 | 125,039 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $15,228,936 | 92,291 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,320,818 | 89,359 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $25,851,170 | 163,812 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,162,557 | 23,718 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,747,064 | 25,457 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,471,594 | 36,830 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,796,738 | 27,454 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,566,696 | 44,898 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,173,354 | 45,568 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,440,020 | 33,800 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,822,178 | 38,298 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $2,411,801 | 36,094 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,590,435 | 22,630 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,808,513 | 28,652 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,028,954 | 27,385 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,544,227 | 19,520 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,660,294 | 51,279 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,784,132 | 26,373 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,763,633 | 23,437 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,323,479 | 21,836 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,555,293 | 30,294 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,766,622 | 40,715 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||