UBS Group
PDCC

UBS Group’s Pearl Diver Credit Co PDCC Stock Holding History

UBS Group’s Portfolio PDCC Stock Details PDCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47K Buy
235
+35
+18% +$438 ﹤0.01% 9268
2025
Q4 		$2.79K Sell
200
-2,466
-92% -$38.8K ﹤0.01% 9230
2025
Q3 		$44K Sell
2,666
-2,566
-49% -$43.8K ﹤0.01% 7655
2025
Q2 		$94.1K Buy
5,232
+1,306
+33% +$23.4K ﹤0.01% 7286
2025
Q1 		$74.3K Sell
3,926
-62
-2% -$1.24K ﹤0.01% 7278
2024
Q4 		$81K Buy
3,988
+125
+3% +$2.55K ﹤0.01% 7003
2024
Q3 		$77.3K Buy
+3,863
New +$76.5K ﹤0.01% 6535

Other funds holding PDCC

UOWF
University of Wisconsin Foundation Madison, Wisconsin $113M AUM 23.15% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group's PDCC Position: Q1 2026 in Review

UBS Group increased its Pearl Diver Credit Co (PDCC) stake by 18% in Q1 2026, buying an estimated $438 and bringing the position to 235 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #9268.

UBS Group first reported a position in PDCC in Q3 2024 and has held it in 7 quarters since. The position peaked at $94.1K in Q2 2025. 10 funds tracked by Wall St. Rank hold PDCC as of Q1 2026.

  • UBS Group held 235 shares of Pearl Diver Credit Co worth $2.47K as of Q1 2026.
  • UBS Group bought 35 Pearl Diver Credit Co shares in Q1 2026, an estimated $438.
  • Pearl Diver Credit Co made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9268 holding.
  • UBS Group first reported a position in Pearl Diver Credit Co in Q3 2024 and has held it in 7 quarters since.
  • UBS Group's Pearl Diver Credit Co position peaked at $94.1K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Pearl Diver Credit Co as of Q1 2026.

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