Lincoln National Corp’s UBS Group UBS Stock Holding History

Lincoln National Corp’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
2024 Q1	–	Sell	-6,927	Closed	-$214K	–	1243
2023 Q4	$214K	Buy	+6,927	New	+$182K	﹤0.01%	1025

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lincoln National Corp's UBS Position: Q1 2024 in Review

Lincoln National Corp sold out of UBS Group (UBS) in Q1 2024, closing a stake of 6,927 shares — an estimated $214K sold.

Lincoln National Corp first reported a position in UBS in Q4 2023 and held it in 1 quarter. The position peaked at $214K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

Lincoln National Corp reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
Lincoln National Corp sold 6,927 UBS Group shares in Q1 2024, an estimated $214K.
Lincoln National Corp first reported a position in UBS Group in Q4 2023 and held it in 1 quarter.
Lincoln National Corp's UBS Group position peaked at $214K in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Lincoln National Corp's 13F filing for Q1 2024, filed 2 May 2024.