BX β€” BLACKSTONE GROUP INC

Ownership history in AIA Group Ltd  Β·  18 quarters on record

This page tracks every 13F SEC filing in which AIA Group Ltd reported a position in BLACKSTONE GROUP INC (BX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.16% (2022 Q1)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
18

Position Intelligence

AIA Group Ltd Γ— BX AI Analytics

πŸ“ˆ AIA Group Ltd outperformed the S&P 500 by +8.2% annually on this BX position. Timing score: 60% (9/15 decisions correct). Average cost basis: $110.91. Maximum drawdown during holding period: –40.0%.

πŸ“ˆ Position Alpha vs SPY
+8.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 8.2% per year on this position.
17 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
9 of 15 add/trim decisions correct

πŸ’° Entry Quality
$110.91
+50.9% vs current ($167.40)

Best entry: $74.84 (2022 Q3)  Β·  Worst: $146.08 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–40.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
73%
buy-side decisions

11 adds Β· 4 trims. Bought during 3 of 6 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 16,772 β€” 0% 0.05% $2.9M $167.40
2025 Q2 REDUCED 16,772 -23,789 -58.6% 0.05% $2.5M $145.67
2025 Q1 ADDED 40,561 +4,332 +12.0% 0.14% $5.7M $135.18
2024 Q4 REDUCED 36,229 -3,333 -8.4% 0.15% $6.2M $165.33
2024 Q3 ADDED 39,562 +10,352 +35.4% 0.16% $6.1M $146.08
2024 Q2 UNCHANGED 29,210 β€” 0% 0.11% $3.6M $117.42
2024 Q1 ADDED 29,210 +7,809 +36.5% 0.13% $3.8M $123.76
2023 Q4 UNCHANGED 21,401 β€” 0% 0.11% $2.8M $122.40
2023 Q3 ADDED 21,401 +4,092 +23.6% 0.11% $2.3M $99.30
2023 Q2 ADDED 17,309 +4,167 +31.7% 0.08% $1.6M $85.51
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BX

As of 2025 Q4 β€” sorted by position size

John & Kathleen Schreiber Foundation 3Y 83.65% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 31.64% Highlander Partners, L.P. 3Y 13.5% Visualize Group LP 11.56% ACCOUNT MANAGEMENT LLC 3Y 7Y 11.21% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 10.58% Cryder Capital Partners LLP 3Y 7Y 9.93% Enstar Group LTD 3Y 9.8% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 9.54% SurgoCap Partners LP 8.85%
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