Position in SCD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,470
+$8,693 QoQ
Shares Held
10,062
+1.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 58 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCD 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. SCD ranks #365 (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 SCD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,470 | 10,062 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||