Position in SRL
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$15
-$344 QoQ
Shares Held
2
-95.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SRL Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026UBS Group AG holds $6,223,044,406 across 81 Capital Markets names. SRL ranks #81 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,923,338 | $1,962,223,730 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,995,089 | $1,687,825,337 | |
| 3 | SCHW |
Schwab Charles Corp
|
5,779,000 | $543,110,418 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,928,700 | $226,930,839 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
2,279,407 | $217,478,219 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
653,883 | $196,707,620 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,263,352 | $151,803,014 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,955,939 | $135,546,572 |
All Filings in SRL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15 | 2 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $359 | 42 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $16,302 | 2,717 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $17,649 | 3,043 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $27,955 | 3,447 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $51,402 | 5,557 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,864 | 358 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,406 | 5,956 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $65,091 | 10,584 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,830 | 300 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $3,152 | 433 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $33,479 | 4,997 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $27,994 | 3,783 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $19,921 | 2,484 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $10,924 | 1,233 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $2,906 | 592 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,199 | 2,921 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $15,037 | 1,997 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||