Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,148,826
-$996,883 QoQ
Shares Held
197,295
-13.6% QoQ
Ownership
0.210%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 163 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. PWP ranks #39 (0.0% 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 PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,148,826 | 197,295 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,145,709 | 228,288 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $5,035,924 | 291,094 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,921,515 | 324,649 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,801,342 | 247,237 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,303,716 | 125,202 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,843,713 | 77,337 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $870,068 | 45,058 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $438,798 | 27,003 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $948,433 | 67,122 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $668,100 | 54,628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $232,266 | 22,816 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $341,496 | 40,996 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $971,088 | 106,713 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,037,437 | 105,861 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,390,042 | 219,596 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $971,073 | 166,565 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,033,744 | 109,391 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $15,624 | 1,215 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $39,120 | 3,042 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||