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
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 $922M AUM 16.65% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HC
HF Capital Knoxville, Tennessee $239M AUM
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RCM
Requisite Capital Management Dallas, Texas $537M AUM 12.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's KBDC Position: Q1 2026 in Review

UBS Group increased its Kayne Anderson BDC (KBDC) stake by 12% in Q1 2026, buying an estimated $996K and bringing the position to 647,488 shares worth $8.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3491.

UBS Group first reported a position in KBDC in Q2 2024 and has held it in 8 quarters since. 93 funds tracked by Wall St. Rank hold KBDC as of Q1 2026.

  • UBS Group held 647,488 shares of Kayne Anderson BDC worth $8.88M as of Q1 2026.
  • UBS Group bought 70,676 Kayne Anderson BDC shares in Q1 2026, an estimated $996K.
  • Kayne Anderson BDC made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3491 holding.
  • UBS Group first reported a position in Kayne Anderson BDC in Q2 2024 and has held it in 8 quarters since.
  • 93 funds tracked by Wall St. Rank held Kayne Anderson BDC as of Q1 2026.

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