UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in STEP — StepStone Group Inc.
CIK 861177
NEW YORK, NY
Position in STEP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,627,767
-$740,252 QoQ
Shares Held
111,890
-0.5% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#77
of 273 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in STEP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $5,288,147,930 across 74 Asset Management names. STEP ranks #29 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,384,840 | $1,331,606,745 | |
| 2 | APO |
Apollo Global Management, Inc.
|
5,657,781 | $669,372,060 | |
| 3 | BX |
Blackstone Inc.
|
4,353,274 | $512,249,747 | |
| 4 | STT |
State Street Corp
|
2,962,274 | $502,401,666 | |
| 5 | AMP |
Ameriprise Financial Inc
|
817,247 | $374,920,228 | |
| 6 | TROW |
Price T Rowe Group Inc
|
3,150,561 | $358,187,276 | |
| 7 | KKR |
KKR & Co. Inc.
|
3,461,541 | $317,700,229 | |
| 8 | PFG |
Principal Financial Group Inc
|
2,216,125 | $238,853,947 |
All Filings in STEP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,627,767 | 111,890 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,368,019 | 112,490 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $7,230,095 | 112,671 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,481 | 38 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,672,759 | 192,302 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,838,053 | 130,922 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $9,082,527 | 156,920 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,304,907 | 93,347 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,763,056 | 103,793 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,975,169 | 55,265 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,759,083 | 55,265 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,745,266 | 55,265 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,170,162 | 47,165 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,144,693 | 47,165 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,187,612 | 47,165 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,156,010 | 47,165 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,108,563 | 42,588 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,407,956 | 42,588 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,419,156 | 34,139 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $881,154 | 20,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $572,966 | 16,656 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||