Ratings by UBS (Adam Beatty)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/22/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | Cohen & Steers | CNS | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2024 | WisdomTree Investments | WT | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 4/12/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 4/12/2024 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 4/12/2024 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 3/15/2024 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/5/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 1/29/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/19/2024 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 1/19/2024 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Victory Capital Holdings, Inc. | VCTR | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Janus Henderson Group | JHG | Maintain | Sell (N/A) |
|
Details | ||
| 1/10/2024 | Federated Hermes Inc. | FHI | Maintain | Neutral (N/A) |
|
Details | ||
| 1/10/2024 | Cohen & Steers | CNS | Maintain | Sell (N/A) |
|
Details | ||
| 1/5/2024 | Cohen & Steers | CNS | New Coverage | Sell (N/A) |
72.54 (70.79) |
-2.41% | Details | |
| 1/5/2024 | Federated Hermes Inc. | FHI | New Coverage | Neutral (N/A) |
33.61 (34.98) |
4.08% | Details | |
| 1/5/2024 | Janus Henderson Group | JHG | New Coverage | Sell (N/A) |
29.19 (31.62) |
8.32% | Details | |
| 11/15/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/9/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/6/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/23/2023 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2023 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/20/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/20/2023 | Blue Owl Capital | OWL | Downgrade | Neutral (Buy) |
13.02 (18.78) |
44.24% | Details | |
| 10/11/2023 | WisdomTree Investments | WT | New Coverage | Buy (N/A) |
6.98 (8.85) |
26.79% | Details | |
| 10/11/2023 | Victory Capital Holdings, Inc. | VCTR | New Coverage | Neutral (N/A) |
32.31 (50.02) |
54.81% | Details | |
| 9/29/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 8/14/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/14/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 8/8/2023 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 8/7/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 7/19/2023 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 7/19/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2023 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 4/17/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 4/17/2023 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 2/21/2023 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/13/2023 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/13/2023 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 1/31/2023 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 1/30/2023 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 11/15/2022 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | Hamilton Lane Inc. | HLNE | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2022 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2022 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/15/2022 | GCM Grosvenor Inc. | GCMG | Maintain | Neutral (N/A) |
|
Details | ||
| 8/9/2022 | Hamilton Lane Inc. | HLNE | Downgrade | Neutral (Buy) |
73.35 (113.34) |
54.52% | Details | |
| 5/23/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 5/12/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 3/29/2022 | TPG Inc. | TPG | Maintain | Buy (N/A) |
|
Details | ||
| 2/18/2022 | Blue Owl Capital | OWL | Maintain | Buy (N/A) |
|
Details | ||
| 2/9/2022 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 2/7/2022 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
32.74 (43.79) |
33.75% | Details | |
| 12/14/2021 | GCM Grosvenor Inc. | GCMG | New Coverage | Neutral (N/A) |
10.43 (9.47) |
-9.2% | Details | |
| 12/14/2021 | Blue Owl Capital | OWL | New Coverage | Buy (N/A) |
14.80 (18.78) |
26.89% | Details | |
| 11/15/2021 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 11/10/2021 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 11/8/2021 | Hamilton Lane Inc. | HLNE | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2021 | Hamilton Lane Inc. | HLNE | Maintain | Buy (N/A) |
|
Details | ||
| 10/19/2021 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 10/19/2021 | Bridge Investment Group | BRDG | Maintain | Neutral (N/A) |
|
Details | ||
| 9/21/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 8/10/2021 | Bridge Investment Group | BRDG | New Coverage | Neutral (N/A) |
15.95 (6.97) |
-56.3% | Details | |
| 7/15/2021 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 7/15/2021 | Hamilton Lane Inc. | HLNE | Maintain | Buy (N/A) |
|
Details | ||
| 7/15/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 5/6/2021 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 2/10/2021 | StepStone Group | STEP | Maintain | Neutral (N/A) |
|
Details | ||
| 1/26/2021 | StepStone Group | STEP | Downgrade | Neutral (Buy) |
37.28 (35.80) |
-3.97% | Details | |
| 12/16/2020 | Hamilton Lane Inc. | HLNE | New Coverage | Buy (N/A) |
73.01 (113.34) |
55.24% | Details | |
| 10/12/2020 | StepStone Group | STEP | New Coverage | Buy (N/A) |
26.50 (35.80) |
35.09% | Details | |
| 7/27/2020 | The Blackstone Group | BX | Maintain | Buy (N/A) |
|
Details | ||
| 6/25/2020 | The Blackstone Group | BX | New Coverage | Buy (N/A) |
55.19 (123.78) |
124.28% | Details |
