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

Q4 2022 vs. Q3 2022

How the institutions holding UBS AG changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of BDCZ: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Q4 2022	Change
Holders	17	18	+1
Shares	527.6K	450.3K	−77.3K (−14.6%)
Value	$8.19M	$6.72M	−$1.47M (−17.9%)

New holders (2)

Institutions that held UBS AG at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to BDCZ in Q4 2022
Institution	Shares	Value	% of portfolio
International Assets Investment Management, LLC	52,257	$67.2K	0.01%
UBS Group AG	1,749	$29.2K	0.00%

Sold out (1)

Institutions that held UBS AG at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of BDCZ in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
IMC-Chicago, LLC	65,452	$1.02M