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Disclosery

UBS Group AG: BDC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on BDC, newest first. How the timeline and the estimate are built.

UBS Group AG held 380,324 BDC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 380,324 shares
    Change vs previous 13F +87,386 shares

    <0.01% of the 13F portfolio, value $45,604,652.

    13F-HR 0001610520-26-000103 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 109,207 shares
    • UBS Group AG: 271,117 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 292,938 shares
    Change vs previous 13F -34,491 shares

    <0.01% of the 13F portfolio, value $33,638,070.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 113,768 shares
    • UBS Group AG: 179,170 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 327,429 shares
    Change vs previous 13F +31,498 shares

    <0.01% of the 13F portfolio, value $38,161,851.

    13F-HR 0001610520-26-000004 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 113,940 shares
    • UBS Group AG: 213,489 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 295,931 shares
    Change vs previous 13F +12,069 shares

    <0.01% of the 13F portfolio, value $35,591,622.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 110,269 shares
    • UBS Group AG: 185,662 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 283,862 shares
    Change vs previous 13F +31,758 shares

    <0.01% of the 13F portfolio, value $32,871,219.

    13F-HR 0000950123-25-008300 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 171,261 shares
    • UBS Group AG: 112,601 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 252,104 shares
    Change vs previous 13F +43,806 shares

    <0.01% of the 13F portfolio, value $25,273,427.

    13F-HR 0000950123-25-005812 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 131,807 shares
    • UBS Group AG: 120,297 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 208,298 shares
    Change vs previous 13F +64,573 shares

    <0.01% of the 13F portfolio, value $23,456,439.

    13F-HR 0000950123-25-002466 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 121,730 shares
    • UBS Group AG: 86,568 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 143,725 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $16,834,509.

    13F-HR 0000950123-24-011473 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 101,180 shares
    • UBS Group AG: 42,545 shares

    Acceptance time not in the bulk data set (spec §4.2).