Ratings by UBS (Michael Brown)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 9/1/2026 | KKR | KKR | Maintain | Buy (Buy) |
|
Details | ||
| 9/1/2026 | Interactive Brokers Group | IBKR | New Coverage | Neutral (N/A) |
95.84 (91.86) |
-4.15% | Details | |
| 8/7/2026 | StepStone Group | STEP | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2026 | TPG Inc. | TPG | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2026 | Hamilton Lane Inc. | HLNE | Maintain | Buy (Buy) |
|
Details | ||
| 8/5/2026 | Apollo Global Management | APO | Maintain | Buy (Buy) |
|
Details | ||
| 7/30/2026 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/30/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/29/2026 | PJT Partners | PJT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/16/2026 | BlackRock | BLK | Maintain | Buy (Buy) |
|
Details | ||
| 7/14/2026 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2026 | Stifel Financial | SF | Maintain | Buy (Buy) |
|
Details | ||
| 7/8/2026 | PJT Partners | PJT | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2026 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/8/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 7/7/2026 | Moelis | MC | Downgrade | Sell (Neutral) |
71.94 (69.58) |
-3.28% | Details | |
| 6/25/2026 | Jefferies Group | JEF | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/18/2026 | Jefferies Group | JEF | Downgrade | Neutral (Buy) |
62.02 (55.55) |
-10.43% | Details | |
| 6/11/2026 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 6/9/2026 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/26/2026 | Pershing Square Inc | PS | New Coverage | Neutral (N/A) |
37.72 (43.21) |
14.55% | Details | |
| 5/7/2026 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/6/2026 | KKR | KKR | Maintain | Buy (Buy) |
|
Details | ||
| 5/4/2026 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/4/2026 | TPG Inc. | TPG | Maintain | Buy (Buy) |
|
Details | ||
| 5/4/2026 | Ares Management, L.P. | ARES | Maintain | Neutral (Neutral) |
|
Details | ||
| 5/1/2026 | Blue Owl Capital | OWL | Maintain | Neutral (N/A) |
|
Details | ||
| 5/1/2026 | LPL Financial Holdings | LPLA | Maintain | Buy (N/A) |
|
Details | ||
| 4/30/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/29/2026 | PJT Partners | PJT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/23/2026 | Raymond James | RJF | Maintain | Neutral (Neutral) |
|
Details | ||
| 4/15/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/9/2026 | BlackRock | BLK | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Raymond James | RJF | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2026 | Moelis | MC | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2026 | Lazard | LAZ | Maintain | Neutral (N/A) |
|
Details | ||
| 4/8/2026 | PJT Partners | PJT | Maintain | Neutral (N/A) |
|
Details | ||
| 4/7/2026 | LPL Financial Holdings | LPLA | Upgrade | Buy (Neutral) |
294.46 (348.53) |
18.36% | Details | |
| 4/2/2026 | StepStone Group | STEP | New Coverage | Buy (N/A) |
47.72 (51.28) |
7.46% | Details | |
| 3/27/2026 | Jefferies Group | JEF | Maintain | Buy (Buy) |
|
Details | ||
| 3/25/2026 | The Blackstone Group | BX | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/25/2026 | Jefferies Group | JEF | Maintain | Buy (N/A) |
|
Details | ||
| 3/24/2026 | KKR | KKR | Maintain | Buy (Buy) |
|
Details | ||
| 3/24/2026 | Apollo Global Management | APO | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2026 | PJT Partners | PJT | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2026 | Moelis | MC | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2026 | Lazard | LAZ | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2026 | Jefferies Group | JEF | Maintain | Buy (Buy) |
|
Details | ||
| 3/12/2026 | Houlihan Lokey | HLI | Maintain | Neutral (Neutral) |
|
Details | ||
| 3/12/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/23/2026 | BlackRock | BLK | Upgrade | Buy (Neutral) |
1093.64 (1104.55) |
1% | Details | |
| 2/20/2026 | TPG Inc. | TPG | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2026 | KKR | KKR | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | Hamilton Lane Inc. | HLNE | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | The Carlyle Group LP | CG | Maintain | Buy (Buy) |
|
Details | ||
| 2/20/2026 | The Blackstone Group | BX | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2026 | Ares Management, L.P. | ARES | Maintain | Neutral (Neutral) |
|
Details | ||
| 2/20/2026 | Apollo Global Management | APO | Maintain | Buy (Buy) |
|
Details | ||
| 2/5/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/22/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (Buy) |
|
Details | ||
| 1/16/2026 | BlackRock | BLK | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | Blue Owl Capital | OWL | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | KKR | KKR | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | The Blackstone Group | BX | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | Ares Management, L.P. | ARES | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/13/2026 | Apollo Global Management | APO | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | TPG Inc. | TPG | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | Hamilton Lane Inc. | HLNE | Maintain | Buy (Buy) |
|
Details | ||
| 1/13/2026 | The Carlyle Group LP | CG | Maintain | Buy (Buy) |
|
Details | ||
| 1/12/2026 | BlackRock | BLK | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | TPG Inc. | TPG | Maintain | Buy (Buy) |
|
Details | ||
| 1/7/2026 | Charles Schwab Corp. | SCHW | Maintain | Buy (Buy) |
|
Details | ||
| 1/7/2026 | Moelis | MC | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/7/2026 | Evercore Partners | EVR | Maintain | Neutral (Neutral) |
|
Details | ||
| 1/5/2026 | Jefferies Group | JEF | Maintain | Buy (Buy) |
|
Details | ||
| 12/30/2025 | Jefferies Group | JEF | Maintain | Buy (N/A) |
|
Details | ||
| 12/24/2025 | The Blackstone Group | BX | Maintain | Neutral (N/A) |
|
Details | ||
| 12/11/2025 | Ares Management, L.P. | ARES | New Coverage | Neutral (N/A) |
176.20 (139.71) |
-20.71% | Details | |
| 12/11/2025 | Apollo Global Management | APO | New Coverage | Buy (N/A) |
143.89 (133.79) |
-7.02% | Details | |
| 12/11/2025 | BlackRock | BLK | New Coverage | Neutral (N/A) |
1071.31 (1093.64) |
2.08% | Details | |
| 12/11/2025 | The Blackstone Group | BX | New Coverage | Neutral (N/A) |
156.02 (134.95) |
-13.5% | Details | |
| 12/11/2025 | The Carlyle Group LP | CG | New Coverage | Buy (N/A) |
57.64 (46.75) |
-18.89% | Details | |
| 12/11/2025 | Evercore Partners | EVR | New Coverage | Neutral (N/A) |
339.99 (298.60) |
-12.17% | Details | |
| 12/11/2025 | Houlihan Lokey | HLI | New Coverage | Neutral (N/A) |
177.56 (136.80) |
-22.96% | Details | |
| 12/11/2025 | Hamilton Lane Inc. | HLNE | New Coverage | Buy (N/A) |
128.71 (101.96) |
-20.78% | Details | |
| 12/11/2025 | Jefferies Group | JEF | New Coverage | Buy (N/A) |
59.58 (62.02) |
4.1% | Details | |
| 12/11/2025 | KKR | KKR | New Coverage | Buy (N/A) |
135.78 (107.11) |
-21.12% | Details | |
| 12/11/2025 | Lazard | LAZ | New Coverage | Neutral (N/A) |
51.33 (44.52) |
-13.27% | Details | |
| 12/11/2025 | LPL Financial Holdings | LPLA | New Coverage | Neutral (N/A) |
374.71 (294.46) |
-21.42% | Details | |
| 12/11/2025 | Moelis | MC | New Coverage | Neutral (N/A) |
69.59 (71.94) |
3.38% | Details | |
| 12/11/2025 | Blue Owl Capital | OWL | New Coverage | Neutral (N/A) |
16.67 (11.49) |
-31.07% | Details | |
| 12/11/2025 | PJT Partners | PJT | New Coverage | Neutral (N/A) |
174.87 (182.19) |
4.19% | Details | |
| 12/11/2025 | Raymond James | RJF | New Coverage | Neutral (N/A) |
164.93 (178.05) |
7.95% | Details | |
| 12/11/2025 | Charles Schwab Corp. | SCHW | New Coverage | Buy (N/A) |
94.16 (108.46) |
15.19% | Details | |
| 12/11/2025 | Stifel Financial | SF | New Coverage | Buy (N/A) |
126.90 (81.58) |
-35.71% | Details | |
| 12/11/2025 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
65.48 (52.33) |
-20.08% | Details |
