Ratings by UBS (Michael Brown)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 6/18/2026 | Jefferies Group | JEF | Downgrade | Neutral (Buy) |
62.02 (58.47) |
-5.72% | 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 (32.54) |
-13.73% | 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 | Stifel Financial | SF | Maintain | Buy (N/A) |
|
Details | ||
| 4/8/2026 | Charles Schwab Corp. | SCHW | 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 (285.90) |
-2.91% | Details | |
| 4/2/2026 | StepStone Group | STEP | New Coverage | Buy (N/A) |
47.72 (41.91) |
-12.18% | 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 (983.25) |
-10.09% | 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 (117.67) |
-33.22% | Details | |
| 12/11/2025 | Apollo Global Management | APO | New Coverage | Buy (N/A) |
143.89 (126.15) |
-12.33% | 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 (116.31) |
-25.45% | Details | |
| 12/11/2025 | The Carlyle Group LP | CG | New Coverage | Buy (N/A) |
57.64 (41.76) |
-27.55% | Details | |
| 12/11/2025 | Evercore Partners | EVR | New Coverage | Neutral (N/A) |
339.99 (360.83) |
6.13% | Details | |
| 12/11/2025 | Houlihan Lokey | HLI | New Coverage | Neutral (N/A) |
177.56 (139.95) |
-21.18% | Details | |
| 12/11/2025 | Hamilton Lane Inc. | HLNE | New Coverage | Buy (N/A) |
128.71 (74.04) |
-42.48% | 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 (92.28) |
-32.04% | Details | |
| 12/11/2025 | Lazard | LAZ | New Coverage | Neutral (N/A) |
51.33 (41.13) |
-19.87% | 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 (66.02) |
-5.13% | Details | |
| 12/11/2025 | Blue Owl Capital | OWL | New Coverage | Neutral (N/A) |
16.67 (8.66) |
-48.05% | Details | |
| 12/11/2025 | PJT Partners | PJT | New Coverage | Neutral (N/A) |
174.87 (155.66) |
-10.99% | Details | |
| 12/11/2025 | Raymond James | RJF | New Coverage | Neutral (N/A) |
164.93 (155.82) |
-5.52% | Details | |
| 12/11/2025 | Charles Schwab Corp. | SCHW | New Coverage | Buy (N/A) |
94.16 (91.59) |
-2.73% | Details | |
| 12/11/2025 | Stifel Financial | SF | New Coverage | Buy (N/A) |
126.90 (73.00) |
-42.47% | Details | |
| 12/11/2025 | TPG Inc. | TPG | New Coverage | Buy (N/A) |
65.48 (39.34) |
-39.92% | Details |
