Position in SCM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$924,647
+$603,882 QoQ
Shares Held
100,396
+296.9% QoQ
Ownership
0.347%
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 90%
Shared 0%
None 10%
Common Shares in SCM 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. SCM ranks #264 (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 SCM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $924,647 | 100,396 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $320,765 | 25,297 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $193,522 | 14,818 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $251,128 | 18,015 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $214,592 | 15,328 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $357,166 | 25,957 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $172,576 | 12,606 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $150,370 | 10,952 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $112,068 | 8,568 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $103,724 | 8,072 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $134,680 | 9,903 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $130,061 | 9,244 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $134,136 | 9,520 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $174,527 | 13,162 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $109,075 | 9,143 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $43,940 | 3,948 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $15,167 | 1,092 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,217 | 1,092 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,261 | 1,092 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $246,965 | 19,616 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $198,017 | 15,592 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $186,874 | 17,176 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $406,890 | 46,769 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $419,538 | 57,629 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $430,320 | 59,029 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||