UBS Group
SCD

UBS Group’s LMP Capital and Income Fund SCD Stock Holding History

UBS Group’s Portfolio SCD Stock Details SCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$157K Buy
10,062
+97
+1% +$1.49K ﹤0.01% 6932
2026
Q1 		$149K Sell
9,965
-32,211
-76% -$498K ﹤0.01% 6793
2025
Q4 		$625K Buy
42,176
+32,417
+332% +$483K ﹤0.01% 5950
2025
Q3 		$152K Sell
9,759
-65
-0.7% -$1K ﹤0.01% 6836
2025
Q2 		$153K Sell
9,824
-498
-5% -$7.69K ﹤0.01% 6904
2025
Q1 		$164K Sell
10,322
-154
-1% -$2.58K ﹤0.01% 6675
2024
Q4 		$180K Sell
10,476
-2,315
-18% -$40K ﹤0.01% 6514
2024
Q3 		$225K Buy
12,791
+653
+5% +$10.5K ﹤0.01% 5783
2024
Q2 		$188K Buy
12,138
+1,730
+17% +$26.3K ﹤0.01% 5700
2024
Q1 		$163K Sell
10,408
-13,067
-56% -$186K ﹤0.01% 5982
2023
Q4 		$329K Buy
23,475
+1,210
+5% +$15.4K ﹤0.01% 5427
2023
Q3 		$278K Buy
22,265
+12,037
+118% +$155K ﹤0.01% 5117
2023
Q2 		$131K Buy
10,228
+3,619
+55% +$44.3K ﹤0.01% 5801
2023
Q1 		$80.7K Buy
6,609
+1,001
+18% +$12.3K ﹤0.01% 6098
2022
Q4 		$67.5K Buy
5,608
+159
+3% +$1.93K ﹤0.01% 6481
2022
Q3 		$61K Sell
5,449
-2,154
-28% -$27.7K ﹤0.01% 6158
2022
Q2 		$93K Buy
7,603
+604
+9% +$8.14K ﹤0.01% 5481
2022
Q1 		$103K Buy
6,999
+2,287
+49% +$32.8K ﹤0.01% 5894
2021
Q4 		$72K Sell
4,712
-2,002
-30% -$29.2K ﹤0.01% 6599
2021
Q3 		$93K Buy
6,714
+2,609
+64% +$37.4K ﹤0.01% 5877
2021
Q2 		$60K Buy
4,105
+55
+1% +$757 ﹤0.01% 6274
2021
Q1 		$51K Sell
4,050
-74
-2% -$902 ﹤0.01% 6525
2020
Q4 		$48K Sell
4,124
-5,871
-59% -$64.5K ﹤0.01% 6228
2020
Q3 		$102K Sell
9,995
-2,836
-22% -$29.7K ﹤0.01% 5169
2020
Q2 		$128K Sell
12,831
-10,425
-45% -$102K ﹤0.01% 5118
2020
Q1 		$187K Buy
23,256
+5,783
+33% +$76.6K ﹤0.01% 4771
2019
Q4 		$272K Buy
17,473
+217
+1% +$3.13K ﹤0.01% 5371
2019
Q3 		$243K Sell
17,256
-7,152
-29% -$98.4K ﹤0.01% 5092
2019
Q2 		$331K Buy
24,408
+8,625
+55% +$114K ﹤0.01% 4582
2019
Q1 		$204K Sell
15,783
-2,021
-11% -$25.1K ﹤0.01% 4584
2018
Q4 		$190K Sell
17,804
-3,082
-15% -$37.9K ﹤0.01% 4988
2018
Q3 		$285K Buy
20,886
+2,533
+14% +$34.7K ﹤0.01% 4797
2018
Q2 		$236K Sell
18,353
-7,182
-28% -$93K ﹤0.01% 4827
2018
Q1 		$322K Sell
25,535
-1,199
-4% -$16.3K ﹤0.01% 4488
2017
Q4 		$373K Buy
26,734
+11,459
+75% +$161K ﹤0.01% 4500
2017
Q3 		$222K Sell
15,275
-1,486
-9% -$21.2K ﹤0.01% 4773
2017
Q2 		$238K Buy
16,761
+214
+1% +$3.06K ﹤0.01% 4642
2017
Q1 		$235K Buy
16,547
+2,606
+19% +$36.3K ﹤0.01% 4556
2016
Q4 		$185K Buy
13,941
+886
+7% +$11.5K ﹤0.01% 4849
2016
Q3 		$178K Buy
13,055
+130
+1% +$1.77K ﹤0.01% 4624
2016
Q2 		$170K Sell
12,925
-8,437
-39% -$107K ﹤0.01% 4648
2016
Q1 		$264K Sell
21,362
-4,396
-17% -$50.2K ﹤0.01% 4295
2015
Q4 		$319K Sell
25,758
-14,584
-36% -$184K ﹤0.01% 4305
2015
Q3 		$491K Buy
40,342
+17,097
+74% +$238K ﹤0.01% 3910
2015
Q2 		$351K Sell
23,245
-1,038
-4% -$17K ﹤0.01% 4399
2015
Q1 		$407K Buy
24,283
+3,848
+19% +$65K ﹤0.01% 4308
2014
Q4 		$342K Buy
+20,435
New +$341K ﹤0.01% 4547

Other funds holding SCD

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ZCP
Z3 Capital Partners Richmond, Virginia $476M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group's SCD Position: Q2 2026 in Review

UBS Group increased its LMP Capital and Income Fund (SCD) stake by 0.97% in Q2 2026, buying an estimated $1.49K and bringing the position to 10,062 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #6932.

UBS Group first reported a position in SCD in Q4 2014 and has held it in 47 quarters since. The position peaked at $625K in Q4 2025. 57 funds tracked by Wall St. Rank hold SCD as of Q2 2026.

  • UBS Group held 10,062 shares of LMP Capital and Income Fund worth $157K as of Q2 2026.
  • UBS Group bought 97 LMP Capital and Income Fund shares in Q2 2026, an estimated $1.49K.
  • LMP Capital and Income Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6932 holding.
  • UBS Group first reported a position in LMP Capital and Income Fund in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's LMP Capital and Income Fund position peaked at $625K in Q4 2025.
  • 57 funds tracked by Wall St. Rank held LMP Capital and Income Fund as of Q2 2026.

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