UBS UBS GROUP AG

Ownership history in BDCM CT, L.L.C.  ·  15 quarters on record

This page tracks every 13F SEC filing in which BDCM CT, L.L.C. reported a position in UBS GROUP AG (UBS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
27.29% (2023 Q3)
Avg. % of fund
10.35%
First filed
2021 Q4
Last filed
2025 Q2
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 UNCHANGED 350,000 0% 6.90% $11.8M $33.82
2025 Q1 UNCHANGED 350,000 0% 6.36% $10.7M $29.66
2024 Q4 UNCHANGED 350,000 0% 5.71% $10.6M $29.36
2024 Q3 UNCHANGED 350,000 0% 6.41% $10.8M $29.94
2024 Q2 UNCHANGED 350,000 0% 6.25% $10.3M $28.61
2024 Q1 UNCHANGED 350,000 0% 7.09% $10.8M $28.99
2023 Q4 REDUCED 350,000 -1,188,789 -77.3% 7.75% $10.8M $29.16
2023 Q3 UNCHANGED 1,538,789 0% 27.29% $37.9M $23.26
2023 Q2 UNCHANGED 1,538,789 0% 19.46% $31.2M $19.13
2023 Q1 ADDED 1,538,789 +510,700 +49.7% 18.93% $32.8M $19.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    UBS price (monthly, adj. close)
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