UBS Group
NCDL icon

UBS Group’s Nuveen Churchill Direct Lending NCDL Stock Holding History

UBS Group’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.4M Buy
997,794
+315,661
+46% +$4.21M ﹤0.01% 3209
2026
Q1 		$8.68M Sell
682,133
-6,917
-1% -$92.8K ﹤0.01% 3512
2025
Q4 		$9.19M Buy
689,050
+196,956
+40% +$2.8M ﹤0.01% 3375
2025
Q3 		$6.79M Buy
492,094
+48,157
+11% +$770K ﹤0.01% 3713
2025
Q2 		$7.19M Buy
443,937
+272,267
+159% +$4.31M ﹤0.01% 3478
2025
Q1 		$2.91M Sell
171,670
-3,037
-2% -$52.2K ﹤0.01% 4345
2024
Q4 		$2.93M Buy
174,707
+86,729
+99% +$1.49M ﹤0.01% 4349
2024
Q3 		$1.53M Buy
87,978
+82,478
+1,500% +$1.44M ﹤0.01% 4254
2024
Q2 		$95.7K Sell
5,500
-21,972
-80% -$387K ﹤0.01% 6188
2024
Q1 		$496K Buy
+27,472
New +$477K ﹤0.01% 5211

Other funds holding NCDL

BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
OWA
Opal Wealth Advisors Jericho, New York $463M AUM 20.47% 1-Year Est. Return
DCP
Diameter Capital Partners New York $1.24B AUM 137.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UBS Group's NCDL Position: Q2 2026 in Review

UBS Group increased its Nuveen Churchill Direct Lending (NCDL) stake by 46% in Q2 2026, buying an estimated $4.21M and bringing the position to 997,794 shares worth $12.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3209.

UBS Group first reported a position in NCDL in Q1 2024 and has held it in 10 quarters since. 68 funds tracked by Wall St. Rank hold NCDL as of Q2 2026.

  • UBS Group held 997,794 shares of Nuveen Churchill Direct Lending worth $12.4M as of Q2 2026.
  • UBS Group bought 315,661 Nuveen Churchill Direct Lending shares in Q2 2026, an estimated $4.21M.
  • Nuveen Churchill Direct Lending made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3209 holding.
  • UBS Group first reported a position in Nuveen Churchill Direct Lending in Q1 2024 and has held it in 10 quarters since.
  • 68 funds tracked by Wall St. Rank held Nuveen Churchill Direct Lending as of Q2 2026.

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