UBS AM
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UBS AM’s SLR Investment Corp SLRC Stock Holding History

UBS AM’s Portfolio SLRC Stock Details SLRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-12,878
Closed -$208K – 2562
2025
Q2 		$208K Buy
+12,878
New +$206K ﹤0.01% 2560
2014
Q2 		– Sell
-16,299
Closed -$355K – 2584
2014
Q1 		$355K Buy
16,299
+1,400
+9% +$31.2K ﹤0.01% 2074
2013
Q4 		$336K Sell
14,899
-1,667
-10% -$37.6K ﹤0.01% 2050
2013
Q3 		$367K Hold
16,566
– – ﹤0.01% 1954
2013
Q2 		$383K Buy
+16,566
New +$387K ﹤0.01% 1837

Other funds holding SLRC

TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

UBS AM's SLRC Position: Q3 2025 in Review

UBS AM sold out of SLR Investment Corp (SLRC) in Q3 2025, closing a stake of 12,878 shares — an estimated $208K sold.

UBS AM first reported a position in SLRC in Q2 2013 and held it in 5 quarters. The position peaked at $383K in Q2 2013. 117 funds tracked by Wall St. Rank hold SLRC as of Q3 2025.

  • UBS AM reported no remaining SLR Investment Corp position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 12,878 SLR Investment Corp shares in Q3 2025, an estimated $208K.
  • UBS AM first reported a position in SLR Investment Corp in Q2 2013 and held it in 5 quarters.
  • UBS AM's SLR Investment Corp position peaked at $383K in Q2 2013.
  • 117 funds tracked by Wall St. Rank held SLR Investment Corp as of Q3 2025.

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