Position in STEW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,363,424
+$15,226 QoQ
Shares Held
76,169
-3.4% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 129 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in STEW 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. STEW ranks #239 (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 STEW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,424 | 76,169 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,348,198 | 78,842 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,516,238 | 81,782 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,170,446 | 119,518 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,445,656 | 138,329 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,061,684 | 119,518 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,439,172 | 89,836 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,280,242 | 81,028 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,142,480 | 78,521 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,121,081 | 74,441 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,078,683 | 77,771 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $994,721 | 76,635 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,031,403 | 77,666 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,214,343 | 98,888 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,118,120 | 88,041 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $933,123 | 85,765 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,031,715 | 86,336 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,255,581 | 84,665 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,219,502 | 85,820 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,113,117 | 84,906 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,073,572 | 79,289 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $850,797 | 67,631 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $885,073 | 79,450 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $797,320 | 79,732 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $705,463 | 74,890 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $716,587 | 77,890 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||