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 Mar 31, 2026
· filed May 13, 2026
Position Value
$8,244,174
-$1,546,886 QoQ
Shares Held
59,005
+0.8% QoQ
Ownership
0.228%
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 52%
Shared 0%
None 48%
Common Shares in PJT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $6,096,256,542 across 39 Capital Markets names. PJT ranks #22 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,539,185 | $2,148,125,112 | |
| 2 | MS |
Morgan Stanley
|
11,017,848 | $1,813,207,239 | |
| 3 | SCHW |
Schwab Charles Corp
|
11,875,673 | $1,116,075,743 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,951,727 | $273,854,677 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
591,666 | $177,990,878 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
2,125,652 | $142,567,474 | |
| 7 | TW |
Tradeweb Markets Inc.
|
695,079 | $81,782,990 | |
| 8 | XP |
XP Inc.
|
2,942,485 | $56,024,911 |
All Filings in PJT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||