Position in TREE
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,946,194
-$5,694,730 QoQ
Shares Held
45,387
-68.5% QoQ
Ownership
0.325%
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 99%
Shared 0%
None 1%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026UBS Group AG holds $35,896,320 across 6 Financial Conglomerates names. TREE ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
263,884 | $18,028,554 | |
| 2 | FRHC |
Freedom Holding Corp.
|
50,521 | $7,319,481 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
180,842 | $6,477,759 | |
| 4 | IX |
Orix Corp
|
66,472 | $1,993,495 | |
| 5 | TREE |
LendingTree, Inc.
This page
|
45,387 | $1,946,194 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
17,874 | $130,837 |
All Filings in TREE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,946,194 | 45,387 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,640,924 | 143,924 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $1,964,554 | 30,350 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,314,760 | 62,443 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,359,702 | 27,048 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,337,036 | 137,730 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $870,796 | 15,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $435,447 | 10,470 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $464,469 | 10,970 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $364,839 | 12,033 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $101,400 | 6,542 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $283,074 | 12,803 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $255,534 | 9,585 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $164,196 | 7,698 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $17,703 | 742 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $43,556 | 994 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $120,986 | 1,011 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,657,060 | 13,516 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $73,761,582 | 527,509 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $115,648,976 | 545,823 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $425,574 | 1,998 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,779,634 | 6,500 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $814,485 | 2,654 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,180,413 | 4,077 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $424,364 | 2,314 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||