Position in SBI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$646,709
+$53,483 QoQ
Shares Held
82,174
+6.4% QoQ
Ownership
0.584%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#21
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SBI 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. SBI ranks #294 (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 SBI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $646,709 | 82,174 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $593,226 | 77,243 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $662,484 | 86,261 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $612,542 | 77,439 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $573,557 | 76,271 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $593,268 | 76,060 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $592,318 | 76,527 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $783,190 | 95,511 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $747,784 | 95,138 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $777,300 | 98,144 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $734,433 | 95,381 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $712,534 | 99,516 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $740,824 | 97,221 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $809,145 | 102,294 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $814,080 | 107,257 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $236,661 | 32,199 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $257,862 | 31,993 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $273,118 | 31,795 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $432,045 | 44,818 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $307,182 | 31,506 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $350,166 | 35,841 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $313,667 | 33,764 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $378,469 | 41,138 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $370,372 | 40,880 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $370,151 | 43,242 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $392,652 | 46,578 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||