Lord, Abbett & Co
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Lord, Abbett & Co’s UBS Group UBS Stock Holding History

Lord, Abbett & Co’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
Q2 		$5.37M Buy
+108,318
New +$4.93M 0.02% 470
2024
Q2 		– Sell
-56,100
Closed -$1.73M – 594
2024
Q1 		$1.73M Buy
56,100
+879
+2% +$26K 0.01% 514
2023
Q4 		$1.71M Buy
+55,221
New +$1.45M 0.01% 502
2023
Q3 		– Sell
-150,013
Closed -$3.03M – 588
2023
Q2 		$3.03M Sell
150,013
-241,035
-62% -$4.85M 0.01% 509
2023
Q1 		$8.24M Sell
391,048
-117,144
-23% -$2.44M 0.03% 427
2022
Q4 		$9.46M Buy
+508,192
New +$8.64M 0.03% 430

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lord, Abbett & Co's UBS Position: Q2 2026 in Review

Lord, Abbett & Co opened a new position in UBS Group (UBS) in Q2 2026: 108,318 shares worth $5.37M. The stake represents 0.02% of the portfolio and ranks #470 among its holdings. This is a return to the name: Lord, Abbett & Co previously reported a position in UBS as recently as Q1 2024.

Lord, Abbett & Co first reported a position in UBS in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.46M in Q4 2022. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Lord, Abbett & Co held 108,318 shares of UBS Group worth $5.37M as of Q2 2026.
  • UBS Group was a new Lord, Abbett & Co position in Q2 2026.
  • UBS Group made up 0.02% of Lord, Abbett & Co's portfolio in Q2 2026, its #470 holding.
  • Lord, Abbett & Co first reported a position in UBS Group in Q4 2022 and has held it in 6 quarters since.
  • Lord, Abbett & Co's UBS Group position peaked at $9.46M in Q4 2022.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Lord, Abbett & Co's 13F filing for Q2 2026, filed 14 Aug 2026.