UBS Group
LIEN

UBS Group’s Chicago Atlantic BDC LIEN Stock Holding History

UBS Group’s Portfolio LIEN Stock Details LIEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$607 Buy
65
+33
+103% +$335 ﹤0.01% 9811
2025
Q4 		$331 Sell
32
-59
-65% -$618 ﹤0.01% 10026
2025
Q3 		$956 Sell
91
-849
-90% -$9.04K ﹤0.01% 9484
2025
Q2 		$9.73K Buy
+940
New +$9.7K ﹤0.01% 8878
2024
Q4 		– Sell
-377
Closed -$4.01K – 10566
2024
Q3 		$4.01K Buy
+377
New +$4.37K ﹤0.01% 8194
2023
Q3 		– Sell
-2,182
Closed -$17.8K – 10064
2023
Q2 		$17.8K Buy
+2,182
New +$18.1K ﹤0.01% 6924

Other funds holding LIEN

ICM
Intrepid Capital Management Jacksonville Beach, Florida $261M AUM 20.02% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $157M AUM

UBS Group's LIEN Position: Q1 2026 in Review

UBS Group increased its Chicago Atlantic BDC (LIEN) stake by 103% in Q1 2026, buying an estimated $335 and bringing the position to 65 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #9811.

UBS Group first reported a position in LIEN in Q2 2023 and has held it in 6 quarters since. The position peaked at $17.8K in Q2 2023. 42 funds tracked by Wall St. Rank hold LIEN as of Q1 2026.

  • UBS Group held 65 shares of Chicago Atlantic BDC worth $607 as of Q1 2026.
  • UBS Group bought 33 Chicago Atlantic BDC shares in Q1 2026, an estimated $335.
  • Chicago Atlantic BDC made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9811 holding.
  • UBS Group first reported a position in Chicago Atlantic BDC in Q2 2023 and has held it in 6 quarters since.
  • UBS Group's Chicago Atlantic BDC position peaked at $17.8K in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q1 2026.

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