Lazard Asset Management’s UBS Group UBS Stock Holding History

Lazard Asset Management’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.2M	Buy	370,444 +75,251	+25%	+$3.22M	0.02%	381
2025 Q4	$13.7M	Buy	295,193 +29,388	+11%	+$1.19M	0.02%	376
2025 Q3	$10.9M	Buy	+265,805	New	+$10.3M	0.01%	408
2022 Q3	–	Sell	-337	Closed	-$5K	–	2563
2022 Q2	$5K	Hold	337	–	–	﹤0.01%	2250
2022 Q1	$6K	Buy	+337	New	+$6.38K	﹤0.01%	2172
2018 Q4	–	Sell	-149	Closed	-$2K	–	1092
2018 Q3	$2K	Buy	+149	New	+$2.34K	﹤0.01%	1038
2018 Q2	–	Sell	-1,452	Closed	-$25K	–	1116
2018 Q1	$25K	Buy	+1,452	New	+$27.6K	﹤0.01%	944
2017 Q3	–	Sell	-306	Closed	-$5K	–	1045
2017 Q2	$5K	Sell	306 -186	-38%	-$3.02K	﹤0.01%	957
2017 Q1	$7K	Buy	+492	New	+$7.92K	﹤0.01%	966
2016 Q4	–	Sell	-158,359	Closed	-$2.16M	–	1057
2016 Q3	$2.16M	Hold	158,359	–	–	﹤0.01%	618
2016 Q2	$2.05M	Sell	158,359 -3,390	-2%	-$51.8K	﹤0.01%	619
2016 Q1	$2.59M	Buy	161,749 +3,390	+2%	+$55.1K	0.01%	581
2015 Q4	$3.07M	Sell	158,359 -307	-0.2%	-$5.99K	0.01%	597
2015 Q3	$2.94M	Buy	+158,666	New	+$3.36M	0.01%	556

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lazard Asset Management's UBS Position: Q1 2026 in Review

Lazard Asset Management increased its UBS Group (UBS) stake by 25% in Q1 2026, buying an estimated $3.22M and bringing the position to 370,444 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #381.

Lazard Asset Management first reported a position in UBS in Q3 2015 and has held it in 14 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Lazard Asset Management held 370,444 shares of UBS Group worth $14.2M as of Q1 2026.
Lazard Asset Management bought 75,251 UBS Group shares in Q1 2026, an estimated $3.22M.
UBS Group made up 0.02% of Lazard Asset Management's portfolio in Q1 2026, its #381 holding.
Lazard Asset Management first reported a position in UBS Group in Q3 2015 and has held it in 14 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.