UBS Group AG

Position in SPE — Special Opportunities Fund, Inc.

CIK 1610520 ZURICH, V8

Position in SPE

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$71,042

-$1,423 QoQ

Shares Held

5,163

+4.7% QoQ

Ownership

0.049%

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% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

UBS Group AG holds $8,381,947,237 across 473 Asset Management names. SPE ranks #404 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$71,042	5,163	+4.7%	Shares	Defined	2026-05-05
2025-12-31	$72,465	4,933	-23.3%	Shares	Defined	2026-01-29
2025-09-30	$99,711	6,433	+1.1%	Shares	Defined	2025-11-13
2025-06-30	$98,578	6,364	-56.2%	Shares	Defined	2025-08-14
2025-03-31	$218,300	14,534	+123.5%	Shares	Defined	2025-05-13
2024-12-31	$95,138	6,503	-16.4%	Shares	Sole	2025-02-14
2024-09-30	$108,177	7,777	+19.6%	Shares	Defined	2024-11-14
2024-06-30	$85,059	6,503	-10.7%	Shares	Sole	2024-08-14
2024-03-31	$92,057	7,283	+0.7%	Shares	Defined	2024-05-13
2023-12-31	$85,783	7,233	-16.2%	Shares	Defined	2024-02-09
2023-09-30	$94,368	8,634	+38.5%	Shares	Defined	2023-11-09
2023-06-30	$69,934	6,233	0.0%	Shares	Defined	2023-08-11
2023-03-31	$68,189	6,233	-32.3%	Shares	Defined	2023-05-12
2022-12-31	$105,004	9,211	+37.7%	Shares	Defined	2023-02-08
2022-09-30	$74,181	6,689	-37.8%	Shares	Defined	2022-11-10
2022-06-30	$133,087	10,759	+60.8%	Shares	Defined	2022-08-10
2022-03-31	$100,401	6,689	0.0%	Shares	Defined	2022-05-16
2021-12-31	$103,345	6,689	-12.1%	Shares	Defined	2022-02-14
2021-09-30	$116,980	7,611	+13.8%	Shares	Defined	2021-11-15
2021-06-30	$101,472	6,689	-8.5%	Shares	Defined	2021-08-13
2021-03-31	$107,163	7,310	+7.7%	Shares	Defined	2021-05-12
2020-12-31	$95,589	6,789	-16.3%	Shares	Defined	2021-02-11
2020-09-30	$100,669	8,112	+13.5%	Shares	Defined	2020-11-12
2020-06-30	$80,535	7,146	-23.6%	Shares	Defined	2020-07-31
2020-03-31	$88,910	9,359	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.