Position in SCD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$148,777
-$475,849 QoQ
Shares Held
9,965
-76.4% QoQ
Ownership
0.044%
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 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCD 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. SCD ranks #365 (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 SCD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,777 | 9,965 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $624,626 | 42,176 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $151,557 | 9,759 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $153,254 | 9,824 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $164,429 | 10,322 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $180,187 | 10,476 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $224,993 | 12,791 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $187,896 | 12,138 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $162,780 | 10,408 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $328,884 | 23,475 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $278,312 | 22,265 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $131,020 | 10,228 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,695 | 6,609 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $67,520 | 5,608 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $61,410 | 5,449 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $93,668 | 7,603 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $102,324 | 6,999 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $71,622 | 4,712 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $92,383 | 6,714 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $59,193 | 4,105 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $51,434 | 4,050 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $48,044 | 4,124 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $101,948 | 9,995 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $128,438 | 12,831 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $187,442 | 23,256 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||