# UBS AG LONDON BRANCH (BDCZ)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/BDCZ/

- Reporting holders: 7
- Reported value: $414.5K
- Shares held by institutions: 28,859 of 3,858,408,466 outstanding
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CreativeOne Wealth, LLC](https://holderbook.com/funds/1739728-creativeone-wealth-llc/) | $372.3K | 25,933 | 0.0% | 11 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $13.1K | 910 | 0.0% | 14 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $11.5K | 800 | 0.0% | 26 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $7.7K | 537 | 0.0% | 26 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $6.9K | 478 | 0.0% | 6 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $3.0K | 200 | 0.0% | 1 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $7 | 1 | 0.0% | 26 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $414.5K |
| Q1 2026 | 8 | $995.9K |
| Q4 2025 | 8 | $1.8M |
| Q3 2025 | 9 | $1.2M |
| Q2 2025 | 9 | $1.2M |
| Q1 2025 | 9 | $1.3M |
| Q4 2024 | 8 | $672.5K |
| Q3 2024 | 10 | $1.1M |
| Q2 2024 | 9 | $667.9K |
| Q1 2024 | 12 | $2.6M |
| Q4 2023 | 13 | $2.6M |
| Q3 2023 | 11 | $2.3M |