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Equibles

UBS Group AG

Position in PJT — PJT Partners Inc.

CIK 1610520 ZURICH, V8
Back to PJT Full portfolio

Position in PJT

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$10,975,602
+$5,138,241 QoQ
Shares Held
72,715
+74.0% QoQ
Ownership
0.284%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 0% None 16%

Common Shares in PJT Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. PJT ranks #33 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 10,529,270 $2,201,038,596
2 GS
Goldman Sachs Group Inc
 2,052,126 $2,075,458,667
3 SCHW
Schwab Charles Corp
 9,616,749 $887,337,427
4 HOOD
Robinhood Markets, Inc.
 3,475,657 $348,538,882
5 IBKR
Interactive Brokers Group, Inc.
 3,406,122 $296,468,855
6 CRCL
Circle Internet Group, Inc.
 4,146,314 $259,683,644
7 EVR
Evercore Inc.
 503,403 $171,881,919
8 LPLA
LPL Financial Holdings Inc.
 540,254 $152,178,744

All Filings in PJT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $10,975,602 72,715
2026-03-31 $5,837,361 41,779
2025-12-31 $6,881,616 41,158
2025-09-30 $22,223,180 125,039
2025-06-30 $15,228,936 92,291
2025-03-31 $12,320,818 89,359
2024-12-31 $25,851,170 163,812
2024-09-30 $3,162,557 23,718
2024-06-30 $2,747,064 25,457
2024-03-31 $3,471,594 36,830
2023-12-31 $2,796,738 27,454
2023-09-30 $3,566,696 44,898
2023-06-30 $3,173,354 45,568
2023-03-31 $2,440,020 33,800
2022-12-31 $2,822,178 38,298
2022-09-30 $2,411,801 36,094
2022-06-30 $1,590,435 22,630
2022-03-31 $1,808,513 28,652
2021-12-31 $2,028,954 27,385
2021-09-30 $1,544,227 19,520
2021-06-30 $3,660,294 51,279
2021-03-31 $1,784,132 26,373
2020-12-31 $1,763,633 23,437
2020-09-30 $1,323,479 21,836
2020-06-30 $1,555,293 30,294
2020-03-31 $1,766,622 40,715