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Equibles

UBS Group AG

Position in WHG — Westwood Holdings Group Inc

CIK 1610520 ZURICH, V8
Back to WHG Full portfolio

Position in WHG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$120,151
+$78,681 QoQ
Shares Held
6,271
+149.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 70 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in WHG 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. WHG ranks #385 (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 WHG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $120,151 6,271
2026-03-31 $41,470 2,518
2025-12-31 $66,085 3,840
2025-09-30 $85,253 5,170
2025-06-30 $100,821 6,463
2025-03-31 $43,479 2,684
2024-12-31 $15,757 1,086
2024-09-30 $15,420 1,086
2024-06-30 $49,377 4,054
2024-03-31 $24,934 2,024
2023-12-31 $14,920 1,187
2023-09-30 $20,117 1,982
2023-06-30 $10,540 850
2023-03-31 $26,342 2,350
2022-12-31 $15,047 1,352
2022-09-30 $39,857 4,139
2022-06-30 $13,496 978
2022-03-31 $9,176 599
2021-12-31 $24,104 1,423
2021-09-30 $37,734 1,986
2021-06-30 $40,734 1,872
2021-03-31 $27,574 1,907
2020-12-31 $117,942 8,134
2020-09-30 $71,418 6,411
2020-06-30 $157,357 9,991
2020-03-31 $164,752 8,998