UBS Group AG

Position in UTG — Reaves Utility Income Fund

CIK 1610520 ZURICH, V8

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Position in UTG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$11,696,901

+$1,389,790 QoQ

Shares Held

287,252

+9.5% QoQ

Ownership

0.314%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 264 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in UTG 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. UTG ranks #106 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 UTG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,696,901	287,252	+9.5%	Shares	Defined	2026-08-13
2026-03-31	$10,307,111	262,401	+18.7%	Shares	Defined	2026-05-05
2025-12-31	$8,089,337	221,141	+10.4%	Shares	Defined	2026-01-29
2025-09-30	$7,939,451	200,390	+6.1%	Shares	Defined	2025-11-13
2025-06-30	$6,831,833	188,829	+7.6%	Shares	Defined	2025-08-14
2025-03-31	$5,712,234	175,545	+11.4%	Shares	Defined	2025-05-13
2024-12-31	$4,993,583	157,576	+0.4%	Shares	Sole	2025-02-14
2024-09-30	$5,148,708	156,925	+6.8%	Shares	Defined	2024-11-14
2024-06-30	$4,012,734	146,879	-5.5%	Shares	Defined	2024-08-14
2024-03-31	$4,188,451	155,358	+2.7%	Shares	Defined	2024-05-13
2023-12-31	$4,045,548	151,292	-7.4%	Shares	Defined	2024-02-09
2023-09-30	$4,029,017	163,449	-12.4%	Shares	Defined	2023-11-09
2023-06-30	$5,117,558	186,636	-0.1%	Shares	Defined	2023-08-11
2023-03-31	$5,300,048	186,753	+1.8%	Shares	Defined	2023-05-12
2022-12-31	$5,184,321	183,386	-4.0%	Shares	Defined	2023-02-08
2022-09-30	$5,204,800	191,072	-0.6%	Shares	Defined	2022-11-10
2022-06-30	$5,960,091	192,261	-5.4%	Shares	Defined	2022-08-10
2022-03-31	$7,023,898	203,179	-7.2%	Shares	Defined	2022-05-16
2021-12-31	$7,685,836	218,845	-2.7%	Shares	Defined	2022-02-14
2021-09-30	$7,368,629	224,859	+6.4%	Shares	Defined	2021-11-15
2021-06-30	$7,252,790	211,390	+0.2%	Shares	Defined	2021-08-13
2021-03-31	$7,067,528	210,971	-0.8%	Shares	Defined	2021-05-12
2020-12-31	$6,971,481	212,610	+0.3%	Shares	Defined	2021-02-11
2020-09-30	$6,634,355	212,028	+18.9%	Shares	Defined	2020-11-12
2020-06-30	$5,380,973	178,296	+3.4%	Shares	Defined	2020-07-31
2020-03-31	$4,955,608	172,369	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.