UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PWP — Perella Weinberg Partners
CIK 861177
NEW YORK, NY
Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,042,043
-$175,057 QoQ
Shares Held
65,291
-2.6% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#67
of 163 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in PWP 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. PWP ranks #31 (0.0% 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 PWP
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,042,043 | 65,291 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,217,100 | 67,021 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,131,870 | 181,033 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,528,857 | 71,710 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,360,034 | 121,526 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,465,136 | 79,627 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $2,190,847 | 91,898 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,464,488 | 75,841 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,307,311 | 80,450 | Shares | Defined | 2024-08-14 | |
| 2022-09-30 | $217,752 | 34,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $200,552 | 34,400 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $325,080 | 34,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $442,384 | 34,400 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||