UBS Group
GBDC icon

UBS Group’s Golub Capital BDC GBDC Stock Holding History

UBS Group’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
2026
Q1 		$51.4M Buy
4,057,367
+1,192,616
+42% +$15.3M 0.01% 1612
2025
Q4 		$38.9M Buy
2,864,751
+651,110
+29% +$9.01M 0.01% 1891
2025
Q3 		$30.3M Sell
2,213,641
-195,245
-8% -$2.88M ﹤0.01% 2127
2025
Q2 		$35.3M Buy
2,408,886
+1,146,070
+91% +$16.7M 0.01% 1829
2025
Q1 		$19.1M Buy
1,262,816
+822,681
+187% +$12.6M ﹤0.01% 2373
2024
Q4 		$6.67M Buy
440,135
+151,597
+53% +$2.31M ﹤0.01% 3512
2024
Q3 		$4.36M Sell
288,538
-143,969
-33% -$2.17M ﹤0.01% 3217
2024
Q2 		$6.79M Buy
432,507
+102,204
+31% +$1.68M ﹤0.01% 2557
2024
Q1 		$5.49M Sell
330,303
-40,887
-11% -$639K ﹤0.01% 2874
2023
Q4 		$5.6M Buy
371,190
+26,389
+8% +$388K ﹤0.01% 2672
2023
Q3 		$5.06M Sell
344,801
-23,713
-6% -$336K ﹤0.01% 2556
2023
Q2 		$4.97M Buy
368,514
+52,447
+17% +$696K ﹤0.01% 2598
2023
Q1 		$4.29M Sell
316,067
-884
-0.3% -$11.9K ﹤0.01% 2668
2022
Q4 		$4.17M Sell
316,951
-13,741
-4% -$181K ﹤0.01% 2679
2022
Q3 		$4.1M Buy
330,692
+6,995
+2% +$95.2K ﹤0.01% 2538
2022
Q2 		$4.2M Buy
323,697
+38,906
+14% +$557K ﹤0.01% 2521
2022
Q1 		$4.33M Sell
284,791
-9,081
-3% -$141K ﹤0.01% 2668
2021
Q4 		$4.54M Sell
293,872
-4,130
-1% -$64K ﹤0.01% 2928
2021
Q3 		$4.71M Sell
298,002
-56,651
-16% -$890K ﹤0.01% 2730
2021
Q2 		$5.47M Buy
354,653
+40,957
+13% +$635K ﹤0.01% 2581
2021
Q1 		$4.59M Buy
313,696
+81,011
+35% +$1.19M ﹤0.01% 2705
2020
Q4 		$3.29M Sell
232,685
-265,819
-53% -$3.63M ﹤0.01% 2895
2020
Q3 		$6.6M Buy
498,504
+9,841
+2% +$123K ﹤0.01% 1947
2020
Q2 		$5.69M Sell
488,663
-6,158
-1% -$69.3K ﹤0.01% 1946
2020
Q1 		$6.09M Sell
494,821
-1,711,868
-78% -$28M ﹤0.01% 1774
2019
Q4 		$39.9M Buy
2,206,689
+1,036,726
+89% +$18.3M 0.01% 901
2019
Q3 		$21.6M Sell
1,169,963
-32,754
-3% -$589K 0.01% 1181
2019
Q2 		$21M Sell
1,202,717
-69,715
-5% -$1.22M 0.01% 1186
2019
Q1 		$22.3M Buy
1,272,432
+65,106
+5% +$1.15M 0.01% 1086
2018
Q4 		$19.5M Buy
1,207,326
+173,098
+17% +$3.08M 0.01% 1105
2018
Q3 		$19M Buy
1,034,228
+117,481
+13% +$2.17M 0.01% 1240
2018
Q2 		$16.4M Buy
916,747
+46,290
+5% +$827K 0.01% 1316
2018
Q1 		$15.3M Sell
870,457
-310,602
-26% -$5.5M 0.01% 1347
2017
Q4 		$21.1M Sell
1,181,059
-140,046
-11% -$2.59M 0.01% 1165
2017
Q3 		$24.4M Sell
1,321,105
-14,285
-1% -$266K 0.01% 987
2017
Q2 		$25M Sell
1,335,390
-363,852
-21% -$7.09M 0.01% 912
2017
Q1 		$33.1M Buy
1,699,242
+278,444
+20% +$5.16M 0.02% 734
2016
Q4 		$25.6M Buy
1,420,798
+69,979
+5% +$1.25M 0.01% 881
2016
Q3 		$24.6M Buy
1,350,819
+91,907
+7% +$1.68M 0.01% 852
2016
Q2 		$22.3M Sell
1,258,912
-49,789
-4% -$845K 0.01% 878
2016
Q1 		$22.2M Buy
1,308,701
+26,347
+2% +$422K 0.01% 829
2015
Q4 		$20.9M Buy
1,282,354
+24,159
+2% +$397K 0.01% 935
2015
Q3 		$19.7M Sell
1,258,195
-203,545
-14% -$3.29M 0.01% 901
2015
Q2 		$23.7M Sell
1,461,740
-42,523
-3% -$720K 0.02% 871
2015
Q1 		$25.9M Sell
1,504,263
-93,131
-6% -$1.61M 0.02% 812
2014
Q4 		$28.1M Buy
+1,597,394
New +$26.9M 0.02% 802

Other funds holding GBDC

SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's GBDC Position: Q1 2026 in Review

UBS Group increased its Golub Capital BDC (GBDC) stake by 42% in Q1 2026, buying an estimated $15.3M and bringing the position to 4,057,367 shares worth $51.4M. The position accounts for 0.01% of the portfolio, ranked #1612.

UBS Group first reported a position in GBDC in Q4 2014 and has held it in 46 quarters since. 346 funds tracked by Wall St. Rank hold GBDC as of Q1 2026.

  • UBS Group held 4,057,367 shares of Golub Capital BDC worth $51.4M as of Q1 2026.
  • UBS Group bought 1,192,616 Golub Capital BDC shares in Q1 2026, an estimated $15.3M.
  • Golub Capital BDC made up 0.01% of UBS Group's portfolio in Q1 2026, its #1612 holding.
  • UBS Group first reported a position in Golub Capital BDC in Q4 2014 and has held it in 46 quarters since.
  • 346 funds tracked by Wall St. Rank held Golub Capital BDC as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.