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Disclosery

UBS Group AG: OBDC position timeline

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

UBS Group AG held 7,353,055 OBDC 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 7,353,055 shares
    Change vs previous 13F -2,293,650 shares

    0.01% of the 13F portfolio, value $79,927,707.

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

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

  2. period ended2026-03-31
    13F 9,646,705 shares
    Change vs previous 13F +1,118,033 shares

    0.02% of the 13F portfolio, value $106,692,558.

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

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

  3. period ended2025-12-31
    13F 8,528,672 shares
    Change vs previous 13F +2,460,757 shares

    0.02% of the 13F portfolio, value $106,011,393.

    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: 0 shares
    • UBS Group AG: 8,528,672 shares

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

  4. period ended2025-09-30
    13F 6,067,915 shares
    Change vs previous 13F +683,767 shares

    0.01% of the 13F portfolio, value $77,487,275.

    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: 2,323 shares
    • UBS Group AG: 6,065,592 shares

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

  5. period ended2025-06-30
    13F 5,384,148 shares
    Change vs previous 13F +1,966,516 shares

    0.02% of the 13F portfolio, value $77,208,682.

    13F-HR 0000950123-25-008111 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: 0 shares
    • UBS Group AG: 5,384,148 shares

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

  6. period ended2025-03-31
    13F 3,417,632 shares
    Change vs previous 13F +2,382,038 shares

    0.01% of the 13F portfolio, value $50,102,485.

    13F-HR 0000950123-25-004922 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: 452,976 shares
    • UBS Group AG: 2,964,656 shares

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

  7. period ended2024-12-31
    13F 1,035,594 shares
    Change vs previous 13F -44,606 shares

    <0.01% of the 13F portfolio, value $15,658,182.

    13F-HR 0000950123-25-002409 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: 0 shares
    • UBS Group AG: 1,035,594 shares

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

  8. period ended2024-09-30
    13F 1,080,200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $15,738,514.

    13F-HR 0000950123-24-011557 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: 354,752 shares
    • UBS Group AG: 725,448 shares

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