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 2024 vs. Q2 2024

How the institutions holding UBS AG changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of BDCZ: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Q3 2024	Change
Holders	9	11	+2
Shares	33.1K	57.4K	+24.3K (+73.4%)
Value	$667.9K	$1.09M	+$425.2K (+63.7%)

New holders (2)

Institutions that held UBS AG at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to BDCZ in Q3 2024
Institution	Shares	Value	% of portfolio
Kingswood Wealth Advisors, LLC	23,873	$454.9K	0.03%
Bank of America Corp	–	$181	0.00%

Sold out (0)

Institutions that held UBS AG at the end of Q2 2024 and filed for Q3 2024 without it.

None.