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Equibles

UBS Group AG

Position in TBLD — Thornburg Income Builder Opportunities Trust

CIK 1610520 ZURICH, V8
Back to TBLD Full portfolio

Position in TBLD

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$40,964,347
+$1,990,370 QoQ
Shares Held
1,856,110
+0.7% QoQ
Ownership
5.79%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 56 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TBLD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

UBS Group AG holds $8,980,109,896 across 469 Asset Management names. TBLD ranks #36 (0.5% 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 TBLD

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20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $40,964,347 1,856,110
2026-03-31 $38,973,977 1,843,177
2025-12-31 $35,908,449 1,786,490
2025-09-30 $40,225,574 2,022,402
2025-06-30 $40,797,807 2,079,399
2025-03-31 $36,715,285 2,046,560
2024-12-31 $33,088,204 2,032,445
2024-09-30 $32,087,475 1,800,644
2024-06-30 $26,172,118 1,622,574
2024-03-31 $23,893,034 1,477,615
2023-12-31 $20,046,503 1,292,489
2023-09-30 $17,143,743 1,174,229
2023-06-30 $15,263,490 1,002,199
2023-03-31 $14,989,923 960,277
2022-12-31 $12,779,828 894,946
2022-09-30 $11,210,804 879,969
2022-06-30 $9,197,265 633,857
2022-03-31 $9,329,362 545,896
2021-12-31 $11,042,110 591,753
2021-09-30 $6,077,094 303,097