Position in WIA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$305,045
-$47,638 QoQ
Shares Held
37,521
-14.0% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#25
of 52 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIA 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. WIA ranks #332 (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 WIA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,045 | 37,521 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $352,683 | 43,649 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $535,590 | 64,763 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $601,642 | 71,454 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $629,319 | 74,919 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $622,275 | 74,524 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $591,128 | 73,891 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $640,899 | 74,959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $612,684 | 76,490 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $492,339 | 60,484 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $344,490 | 42,425 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $357,608 | 45,730 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $446,211 | 54,021 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $464,988 | 53,756 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $407,459 | 47,324 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $453,138 | 50,630 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $562,808 | 57,547 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $908,785 | 77,674 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,414,529 | 106,757 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,493,847 | 108,407 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,570,142 | 112,153 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $851,237 | 66,555 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $846,866 | 62,087 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $831,381 | 68,258 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $646,921 | 54,917 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $281,646 | 26,798 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||