Position in SAR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$148,695
-$447,918 QoQ
Shares Held
6,665
-75.6% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SAR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS Group AG holds $8,980,109,896 across 469 Asset Management names. SAR ranks #372 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,189,321 | $1,143,603,496 | |
| 2 | BX |
Blackstone Inc.
|
7,311,475 | $860,341,261 | |
| 3 | APO |
Apollo Global Management, Inc.
|
5,974,406 | $706,831,971 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
11,039,263 | $470,162,207 | |
| 5 | AMP |
Ameriprise Financial Inc
|
809,191 | $371,224,461 | |
| 6 | TROW |
Price T Rowe Group Inc
|
2,665,008 | $302,984,756 | |
| 7 | ARES |
Ares Management Corp
|
2,636,093 | $293,423,509 | |
| 8 | ARCC |
Ares Capital Corp
|
13,778,805 | $255,321,254 |
All Filings in SAR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,695 | 6,665 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $596,613 | 27,280 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $300,463 | 13,024 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $23,413 | 960 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $351,862 | 14,188 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,721 | 976 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,819 | 954 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $21,357 | 921 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $20,952 | 923 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $64,634 | 2,786 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $35,039 | 1,355 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $106,706 | 4,152 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $71,226 | 2,639 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $28,540 | 1,129 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $38,948 | 1,528 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $87,129 | 4,195 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $119,178 | 4,972 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $158,380 | 5,810 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $118,313 | 4,027 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $111,424 | 3,877 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $470,789 | 17,521 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $304,877 | 12,041 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $258,956 | 12,420 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $373,510 | 22,246 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $453,064 | 28,675 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $328,322 | 28,525 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||