UBS AG

BDCZ

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0001114446

SEC filings (opens in a new tab)

No open-market purchases or sales by UBS AG insiders were filed in the last 90 days; 7 institutions reported holding it in 13F filings for Q2 2026, worth $414.5K in total; no superinvestor holds it.

Other share classesAMUB BDCX CEFD HDLB IFED MLPB MLPR MVRL PFFL SMHB UCIB

Q3 2021 vs. Q2 2021

How the institutions holding UBS AG changed between Q2 2021 and Q3 2021.

All holders in Q3 2021 All holders in Q2 2021

13F holders of BDCZ: Q2 2021 compared with Q3 2021
Measure	Q2 2021	Q3 2021	Change
Holders	16	16	0
Shares	608.5K	606.2K	−2.28K (−0.4%)
Value	$12.0M	$11.9M	−$83.8K (−0.7%)

New holders (1)

Institutions that held UBS AG at the end of Q3 2021 but not at the end of Q2 2021.

Institutions new to BDCZ in Q3 2021
Institution	Shares	Value	% of portfolio
Change Path, LLC	15,050	$295.0K	0.02%

Sold out (1)

Institutions that held UBS AG at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of BDCZ in Q3 2021
Institution	Shares, Q2 2021	Value, Q2 2021
Advisory Services Network, LLC	7,129	$140.0K