UBS Group
KBDC

UBS Group’s Kayne Anderson BDC KBDC Stock Holding History

UBS Group’s Portfolio KBDC Stock Details KBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.1M Buy
747,232
+99,744
+15% +$1.44M ﹤0.01% 3436
2026
Q1 		$8.88M Buy
647,488
+70,676
+12% +$996K ﹤0.01% 3491
2025
Q4 		$8.26M Buy
576,812
+418,789
+265% +$6.1M ﹤0.01% 3493
2025
Q3 		$2.1M Sell
158,023
-78,104
-33% -$1.19M ﹤0.01% 4894
2025
Q2 		$3.6M Buy
236,127
+94,447
+67% +$1.49M ﹤0.01% 4212
2025
Q1 		$2.3M Sell
141,680
-2,416
-2% -$40.8K ﹤0.01% 4593
2024
Q4 		$2.38M Buy
144,096
+63,309
+78% +$1.04M ﹤0.01% 4564
2024
Q3 		$1.31M Buy
80,787
+29,320
+57% +$473K ﹤0.01% 4398
2024
Q2 		$821K Buy
+51,467
New +$834K ﹤0.01% 4595

Other funds holding KBDC

KI
Koch Inc Wichita, Kansas $1.09B AUM 59.79% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $297M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $605M AUM 17.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

UBS Group's KBDC Position: Q2 2026 in Review

UBS Group increased its Kayne Anderson BDC (KBDC) stake by 15% in Q2 2026, buying an estimated $1.44M and bringing the position to 747,232 shares worth $10.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3436.

UBS Group first reported a position in KBDC in Q2 2024 and has held it in 9 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q2 2026.

  • UBS Group held 747,232 shares of Kayne Anderson BDC worth $10.1M as of Q2 2026.
  • UBS Group bought 99,744 Kayne Anderson BDC shares in Q2 2026, an estimated $1.44M.
  • Kayne Anderson BDC made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3436 holding.
  • UBS Group first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 9 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q2 2026.

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