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 2023 vs. Q3 2023

How the institutions holding UBS AG changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of BDCZ: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Q4 2023	Change
Holders	11	13	+2
Shares	126.0K	136.4K	+10.4K (+8.2%)
Value	$2.33M	$2.59M	+$261.2K (+11.2%)

New holders (3)

Institutions that held UBS AG at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to BDCZ in Q4 2023
Institution	Shares	Value	% of portfolio
Change Path, LLC	20,409	$387.0K	0.02%
Advisory Services Network, LLC	2,271	$43.1K	0.00%
Creekmur Asset Management LLC	127	$2.41K	0.00%

Sold out (1)

Institutions that held UBS AG at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of BDCZ in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Royal Bank of Canada	3,654	$67.0K