UBS Group
FBDC

UBS Group’s FT Confluence BDC & Specialty Finance Income ETF FBDC Stock Holding History

UBS Group’s Portfolio FBDC Stock Details FBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$898 Buy
+53
New +$914 ﹤0.01% 9696
2026
Q1 		– Sell
-201
Closed -$3.9K – 11644
2025
Q4 		$3.9K Buy
+201
New +$3.88K ﹤0.01% 8927
2025
Q3 		– Sell
-1,120
Closed -$23.5K – 11339
2025
Q2 		$23.5K Buy
+1,120
New +$23.5K ﹤0.01% 8330

Other funds holding FBDC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group's FBDC Position: Q2 2026 in Review

UBS Group opened a new position in FT Confluence BDC & Specialty Finance Income ETF (FBDC) in Q2 2026: 53 shares worth $898. The stake represents ﹤0.01% of the portfolio and ranks #9696 among its holdings. This is a return to the name: UBS Group previously reported a position in FBDC as recently as Q4 2025.

UBS Group first reported a position in FBDC in Q2 2025 and has held it in 3 quarters since. The position peaked at $23.5K in Q2 2025. 14 funds tracked by Wall St. Rank hold FBDC as of Q2 2026.

  • UBS Group held 53 shares of FT Confluence BDC & Specialty Finance Income ETF worth $898 as of Q2 2026.
  • FT Confluence BDC & Specialty Finance Income ETF was a new UBS Group position in Q2 2026.
  • FT Confluence BDC & Specialty Finance Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9696 holding.
  • UBS Group first reported a position in FT Confluence BDC & Specialty Finance Income ETF in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's FT Confluence BDC & Specialty Finance Income ETF position peaked at $23.5K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held FT Confluence BDC & Specialty Finance Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.