Position in PPT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$533,180
+$77,205 QoQ
Shares Held
150,192
+16.6% QoQ
Ownership
0.157%
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 23%
Shared 0%
None 77%
Common Shares in PPT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,381,953,881 across 473 Asset Management names. PPT ranks #306 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,221,365 | $1,174,598,929 | |
| 2 | BX |
Blackstone Inc.
|
7,463,536 | $858,232,003 | |
| 3 | APO |
Apollo Global Management, Inc.
|
6,440,923 | $717,647,637 | |
| 4 | AMP |
Ameriprise Financial Inc
|
1,166,069 | $518,201,063 | |
| 5 | KKR |
KKR & Co. Inc.
|
3,369,468 | $311,675,789 | |
| 6 | ARCC |
Ares Capital Corp
|
14,316,545 | $257,984,139 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,459,817 | $221,727,902 | |
| 8 | STT |
State Street Corp
|
1,711,403 | $216,595,162 |
All Filings in PPT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $533,180 | 150,192 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $455,975 | 128,807 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $479,330 | 129,900 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $374,005 | 101,909 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $237,830 | 65,881 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $270,778 | 76,062 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $364,159 | 97,630 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $340,457 | 95,100 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $455,420 | 129,381 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $417,724 | 117,010 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $355,413 | 106,094 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $339,453 | 96,436 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $399,683 | 112,271 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $402,376 | 110,848 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $485,533 | 135,624 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $393,956 | 103,673 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $381,323 | 95,570 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $709,852 | 166,242 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $747,889 | 163,652 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $804,786 | 172,701 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $811,901 | 166,715 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $964,507 | 207,421 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,003,634 | 225,536 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,048,733 | 221,252 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $1,111,673 | 244,862 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||