UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PJT — PJT Partners Inc.
CIK 861177
NEW YORK, NY
Position in PJT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,037,853
-$206,321 QoQ
Shares Held
53,252
-9.8% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. PJT ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,346,727 | $2,373,409,281 | |
| 2 | MS |
Morgan Stanley
|
11,206,144 | $2,342,532,336 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,843,766 | $1,092,824,283 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,938,383 | $394,941,042 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,938,409 | $168,719,114 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
578,032 | $162,820,049 | |
| 7 | FUTU |
Futu Holdings Ltd
|
1,715,691 | $160,828,870 | |
| 8 | TW |
Tradeweb Markets Inc.
|
753,188 | $75,062,709 |
All Filings in PJT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,037,853 | 53,252 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,244,174 | 59,005 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $9,791,060 | 58,559 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,272,612 | 57,799 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,792,154 | 89,644 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $9,177,149 | 66,559 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $9,670,909 | 61,282 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,865,407 | 51,488 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,791,957 | 53,674 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,022,350 | 32,064 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,905,533 | 28,522 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,501,880 | 31,494 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,091,286 | 30,030 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $2,167,863 | 30,030 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,754,556 | 23,810 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,609,559 | 24,088 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,134,879 | 16,148 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,011,244 | 16,021 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,186,993 | 16,021 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,621,120 | 20,492 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,196,041 | 16,756 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,258,288 | 18,600 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,399,649 | 18,600 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $1,253,049 | 20,674 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,038,811 | 20,234 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $737,107 | 16,988 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||