BDCZ — UBS AG London Branch Institutional Holders · Q2 2026
Who owns UBS AG London Branch (BDCZ)? 9 institutions reported holding $414,468 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: CreativeOne Wealth, LLC ($372,310), Geneos Wealth Management Inc. ($13,075), Osaic Holdings, Inc. ($11,488).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $372,310 | 25,933 | Added |
| 2 | Geneos Wealth Management Inc. | $13,075 | 910 | Added |
| 3 | OSAIC HOLDINGS, INC. | $11,488 | 800 | Trimmed |
| 4 | MORGAN STANLEY | $7,709 | 537 | Hold |
| 5 | UBS Group AG | $6,863 | 478 | Added |
| 6 | JPMORGAN CHASE & CO | $3,016 | 200 | New |
| 7 | WELLS FARGO & COMPANY/MN | $7 | 1 | New |
| 8 | IMC-Chicago, LLC | $0 | 0 | Exited |
| 9 | Advisory Services Network, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30