UBS AM
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UBS AM’s Golub Capital BDC GBDC Stock Holding History

UBS AM’s Portfolio GBDC Stock Details GBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-428,715
Closed -$6.49M – 2656
2025
Q1 		$6.49M Buy
+428,715
New +$6.58M ﹤0.01% 1431
2024
Q4 		– Sell
-324,605
Closed -$4.9M – 2693
2024
Q3 		$4.9M Hold
324,605
– – ﹤0.01% 1580
2024
Q2 		$5.1M Buy
+324,605
New +$5.33M ﹤0.01% 1467
2019
Q4 		– Sell
-1,686
Closed -$31.1K – 2637
2019
Q3 		$31.1K Hold
1,686
– – ﹤0.01% 2756
2019
Q2 		$29.4K Sell
1,686
-335
-17% -$5.88K ﹤0.01% 2730
2019
Q1 		$35.4K Sell
2,021
-171
-8% -$3.01K ﹤0.01% 2638
2018
Q4 		$35.4K Sell
2,192
-388
-15% -$6.9K ﹤0.01% 2594
2018
Q3 		$47.4K Hold
2,580
– – ﹤0.01% 2574
2018
Q2 		$46.2K Hold
2,580
– – ﹤0.01% 2601
2018
Q1 		$45.2K Sell
2,580
-882
-25% -$15.6K ﹤0.01% 2502
2017
Q4 		$61.7K Sell
3,462
-619
-15% -$11.5K ﹤0.01% 2425
2017
Q3 		$75.2K Sell
4,081
-5,273
-56% -$98.3K ﹤0.01% 2377
2017
Q2 		$175K Sell
9,354
-648
-6% -$12.6K ﹤0.01% 2265
2017
Q1 		$195K Sell
10,002
-48,694
-83% -$903K ﹤0.01% 2201
2016
Q4 		$1.06M Sell
58,696
-951
-2% -$17K ﹤0.01% 1533
2016
Q3 		$1.08M Buy
59,647
+1,796
+3% +$32.9K ﹤0.01% 1660
2016
Q2 		$1.02M Sell
57,851
-32,029
-36% -$544K ﹤0.01% 1639
2016
Q1 		$1.52M Sell
89,880
-3,633
-4% -$58.2K ﹤0.01% 1461
2015
Q4 		$1.52M Buy
93,513
+1,154
+1% +$19K ﹤0.01% 1566
2015
Q3 		$1.45M Sell
92,359
-679
-0.7% -$11K ﹤0.01% 1574
2015
Q2 		$1.51M Buy
93,038
+392
+0.4% +$6.64K ﹤0.01% 1510
2015
Q1 		$1.59M Sell
92,646
-6,268
-6% -$109K ﹤0.01% 1459
2014
Q4 		$1.74M Sell
98,914
-31,258
-24% -$526K ﹤0.01% 1381
2014
Q3 		$2.03M Buy
130,172
+17,686
+16% +$294K ﹤0.01% 1297
2014
Q2 		$1.95M Sell
112,486
-25,392
-18% -$423K ﹤0.01% 1336
2014
Q1 		$2.41M Buy
137,878
+4,885
+4% +$88.8K ﹤0.01% 1256
2013
Q4 		$2.49M Sell
132,993
-3,553
-3% -$61.8K ﹤0.01% 1192
2013
Q3 		$2.32M Buy
136,546
+2,704
+2% +$46.6K ﹤0.01% 1195
2013
Q2 		$2.29M Buy
+133,842
New +$2.27M ﹤0.01% 1165

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
NFC
Northeast Financial Consultants Westport, Connecticut $2.45B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM's GBDC Position: Q2 2025 in Review

UBS AM sold out of Golub Capital BDC (GBDC) in Q2 2025, closing a stake of 428,715 shares — an estimated $6.49M sold.

UBS AM first reported a position in GBDC in Q2 2013 and held it in 29 quarters. The position peaked at $6.49M in Q1 2025. 320 funds tracked by Wall St. Rank hold GBDC as of Q2 2025.

  • UBS AM reported no remaining Golub Capital BDC position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 428,715 Golub Capital BDC shares in Q2 2025, an estimated $6.49M.
  • UBS AM first reported a position in Golub Capital BDC in Q2 2013 and held it in 29 quarters.
  • UBS AM's Golub Capital BDC position peaked at $6.49M in Q1 2025.
  • 320 funds tracked by Wall St. Rank held Golub Capital BDC as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.