UBS Group AG
Position in WIW — Western Asset Inflation-Linked Opportunities & Income Fund
CIK 1610520
ZURICH, V8
Position in WIW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$530,460
-$22,993 QoQ
Shares Held
63,150
-3.5% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#48
of 100 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in WIW 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. WIW ranks #300 (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 WIW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $530,460 | 63,150 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $553,453 | 65,420 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $790,425 | 92,017 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $812,420 | 91,386 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,584,481 | 180,877 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,143,375 | 130,077 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $880,481 | 106,467 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,161,743 | 131,419 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,233,770 | 144,979 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $950,438 | 110,132 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $950,881 | 109,675 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $2,694,698 | 327,424 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,220,874 | 363,530 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,282,454 | 140,159 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,697,895 | 185,969 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $908,940 | 100,214 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $926,460 | 87,983 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,216,516 | 101,292 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,637,506 | 194,220 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,765,951 | 358,612 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,049,516 | 461,443 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,393,555 | 443,549 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,188,498 | 337,510 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,820,239 | 250,911 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,482,056 | 226,465 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,089,988 | 218,618 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||