UBS AM’s Goldman Sachs BDC GSBD Stock Holding History

UBS AM’s Portfolio GSBD Stock Details GSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-91,494	Closed	-$1.03M	–	2417
2025 Q2	$1.03M	Sell	91,494 -14,306	-14%	-$158K	﹤0.01%	2377
2025 Q1	$1.23M	Buy	+105,800	New	+$1.32M	﹤0.01%	2221
2017 Q4	–	Sell	-1,932	Closed	-$44.1K	–	2589
2017 Q3	$44.1K	Buy	+1,932	New	+$43.1K	﹤0.01%	2408

Other funds holding GSBD

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return

UBS AM's GSBD Position: Q3 2025 in Review

UBS AM sold out of Goldman Sachs BDC (GSBD) in Q3 2025, closing a stake of 91,494 shares — an estimated $1.03M sold.

UBS AM first reported a position in GSBD in Q3 2017 and held it in 3 quarters. The position peaked at $1.23M in Q1 2025. 212 funds tracked by Wall St. Rank hold GSBD as of Q3 2025.

UBS AM reported no remaining Goldman Sachs BDC position as of Q3 2025 after selling out during the quarter.
UBS AM sold 91,494 Goldman Sachs BDC shares in Q3 2025, an estimated $1.03M.
UBS AM first reported a position in Goldman Sachs BDC in Q3 2017 and held it in 3 quarters.
UBS AM's Goldman Sachs BDC position peaked at $1.23M in Q1 2025.
212 funds tracked by Wall St. Rank held Goldman Sachs BDC as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.