UBS Group’s Palmer Square Capital BDC PSBD Stock Holding History

UBS Group’s Portfolio PSBD Stock Details PSBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$52.1K	Buy	5,337 +2,154	+68%	+$24.2K	﹤0.01%	7348
2025 Q4	$38.8K	Sell	3,183 -21,002	-87%	-$257K	﹤0.01%	7358
2025 Q3	$297K	Sell	24,185 -23,732	-50%	-$327K	﹤0.01%	6440
2025 Q2	$669K	Buy	47,917 +17,159	+56%	+$232K	﹤0.01%	5774
2025 Q1	$410K	Sell	30,758 -7,390	-19%	-$113K	﹤0.01%	6011
2024 Q4	$580K	Buy	38,148 +16,398	+75%	+$261K	﹤0.01%	5739
2024 Q3	$355K	Sell	21,750 -5,092	-19%	-$83K	﹤0.01%	5464
2024 Q2	$434K	Buy	26,842 +16,543	+161%	+$272K	﹤0.01%	5112
2024 Q1	$168K	Buy	+10,299	New	+$168K	﹤0.01%	5966

Other funds holding PSBD

OV Management Minneapolis, Minnesota $49M AUM 6% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1248 Management Kansas City, Missouri $216M AUM 12.29% 1-Year Est. Return

FTCM

First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return

Pandi LLC Leawood, Kansas $610M AUM 14.97% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

Bienville Capital Management New York $550M AUM 3.49% 1-Year Est. Return

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's PSBD Position: Q1 2026 in Review

UBS Group increased its Palmer Square Capital BDC (PSBD) stake by 68% in Q1 2026, buying an estimated $24.2K and bringing the position to 5,337 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7348.

UBS Group first reported a position in PSBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $669K in Q2 2025. 44 funds tracked by Wall St. Rank hold PSBD as of Q1 2026.

UBS Group held 5,337 shares of Palmer Square Capital BDC worth $52.1K as of Q1 2026.
UBS Group bought 2,154 Palmer Square Capital BDC shares in Q1 2026, an estimated $24.2K.
Palmer Square Capital BDC made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7348 holding.
UBS Group first reported a position in Palmer Square Capital BDC in Q1 2024 and has held it in 9 quarters since.
UBS Group's Palmer Square Capital BDC position peaked at $669K in Q2 2025.
44 funds tracked by Wall St. Rank held Palmer Square Capital BDC as of Q1 2026.

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