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
Q2 		$20 Sell
2
-63
-97% -$608 ﹤0.01% 10278
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 $282M AUM 25.63% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CCM
Condor Capital Management Martinsville, New Jersey $1.33B AUM 19.79% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.83B AUM 20.31% 1-Year Est. Return
BMCM
Black Maple Capital Management Milwaukee, Wisconsin $176M AUM 9.49% 1-Year Est. Return

UBS Group's LIEN Position: Q2 2026 in Review

UBS Group reduced its Chicago Atlantic BDC (LIEN) stake by 97% in Q2 2026, selling an estimated $608 and leaving 2 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #10278.

UBS Group first reported a position in LIEN in Q2 2023 and has held it in 7 quarters since. The position peaked at $17.8K in Q2 2023. 48 funds tracked by Wall St. Rank hold LIEN as of Q2 2026.

  • UBS Group held 2 shares of Chicago Atlantic BDC worth $20 as of Q2 2026.
  • UBS Group sold 63 Chicago Atlantic BDC shares in Q2 2026, an estimated $608.
  • Chicago Atlantic BDC made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #10278 holding.
  • UBS Group first reported a position in Chicago Atlantic BDC in Q2 2023 and has held it in 7 quarters since.
  • UBS Group's Chicago Atlantic BDC position peaked at $17.8K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Chicago Atlantic BDC as of Q2 2026.

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