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 2025 vs. Q2 2025

How the institutions holding UBS AG changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of BDCZ: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	10	10	0
Shares	65.7K	68.8K	+3.17K (+4.8%)
Value	$1.21M	$1.18M	−$31.7K (−2.6%)

New holders (1)

Institutions that held UBS AG at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to BDCZ in Q3 2025
Institution	Shares	Value	% of portfolio
Advisory Services Network, LLC	1,871	$32.0K	0.00%

Sold out (1)

Institutions that held UBS AG at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of BDCZ in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Raymond James Financial Inc	839	$15.5K