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UBS AG

BDCZ
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0001114446

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 classesAMUBBDCXCEFDHDLBIFEDMLPBMLPRMVRLPFFLSMHBUCIB

Q4 2025 vs. Q3 2025

How the institutions holding UBS AG changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of BDCZ: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders10190
Shares68.8K0109.8K+41.0K (+59.6%)
Value$1.18M$4$1.85M+$669.6K (+56.8%)

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (1)

Institutions that held UBS AG at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to BDCZ in Q4 2025
InstitutionSharesValue% of portfolio
Susquehanna International Group, LLP47,063$792.3K0.00%

Sold out (1)

Institutions that held UBS AG at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of BDCZ in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Advisory Services Network, LLC1,871$32.0K

Not filed for Q4 2025 yet (1)

Institutions that held UBS AG at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BDCZ in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Creekmur Asset Management LLC0$4