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

Q1 2022 vs. Q4 2021

How the institutions holding UBS AG changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of BDCZ: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Q1 2022	Change
Holders	16	15	−1
Shares	571.7K	528.3K	−43.4K (−7.6%)
Value	$11.5M	$10.8M	−$680.6K (−5.9%)

New holders (1)

Institutions that held UBS AG at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to BDCZ in Q1 2022
Institution	Shares	Value	% of portfolio
Eudaimonia Partners, LLC	13,034	$266.0K	0.05%

Sold out (2)

Institutions that held UBS AG at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of BDCZ in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Credential Qtrade Securities Inc.	44,390	$890.6K
Cooper Financial Group	10,365	$208.0K