LPL Financial’s UBS Group UBS Stock Holding History

LPL Financial’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	$16.1M	Buy	325,540 +25,703	+9%	+$1.17M	﹤0.01%	1731
2026 Q1	$11.7M	Buy	299,837 +16,824	+6%	+$720K	﹤0.01%	1860
2025 Q4	$13.1M	Buy	283,013 +29,773	+12%	+$1.2M	﹤0.01%	1711
2025 Q3	$10.4M	Buy	253,240 +38,090	+18%	+$1.48M	﹤0.01%	1828
2025 Q2	$7.28M	Sell	215,150 -11,096	-5%	-$343K	﹤0.01%	2002
2025 Q1	$6.93M	Buy	226,246 +30,617	+16%	+$1.02M	﹤0.01%	1876
2024 Q4	$5.93M	Buy	195,629 +33,126	+20%	+$1.05M	﹤0.01%	1933
2024 Q3	$5.02M	Sell	162,503 -8,332	-5%	-$250K	﹤0.01%	1990
2024 Q2	$5.05M	Buy	170,835 +25,572	+18%	+$760K	﹤0.01%	1841
2024 Q1	$4.46M	Sell	145,263 -3,672	-2%	-$108K	﹤0.01%	1880
2023 Q4	$4.6M	Buy	148,935 +39,653	+36%	+$1.04M	﹤0.01%	1735
2023 Q3	$2.69M	Buy	109,282 +802	+0.7%	+$18.7K	﹤0.01%	2060
2023 Q2	$2.2M	Buy	108,480 +12,292	+13%	+$247K	﹤0.01%	2159
2023 Q1	$2.05M	Buy	96,188 +8,084	+9%	+$169K	﹤0.01%	2121
2022 Q4	$1.64M	Sell	88,104 -10,870	-11%	-$185K	﹤0.01%	2233
2022 Q3	$1.44M	Sell	98,974 -10,488	-10%	-$168K	﹤0.01%	2240
2022 Q2	$1.77M	Buy	109,462 +2,367	+2%	+$41.5K	﹤0.01%	2114
2022 Q1	$2.09M	Sell	107,095 -58,431	-35%	-$1.11M	﹤0.01%	2032
2021 Q4	$2.96M	Sell	165,526 -4,461	-3%	-$78.5K	﹤0.01%	1800
2021 Q3	$2.71M	Buy	169,987 +5,614	+3%	+$90.9K	﹤0.01%	1825
2021 Q2	$2.52M	Buy	164,373 +11,782	+8%	+$186K	﹤0.01%	1791
2021 Q1	$2.37M	Sell	152,591 -2,005	-1%	-$30.8K	﹤0.01%	1722
2020 Q4	$2.18M	Sell	154,596 -8,108	-5%	-$107K	﹤0.01%	1622
2020 Q3	$1.81M	Sell	162,704 -3,866	-2%	-$46.3K	﹤0.01%	1522
2020 Q2	$1.92M	Sell	166,570 -31,665	-16%	-$326K	﹤0.01%	1365
2020 Q1	$1.84M	Buy	198,235 +58,822	+42%	+$678K	﹤0.01%	1238
2019 Q4	$1.75M	Buy	139,413 +73,674	+112%	+$876K	﹤0.01%	1442
2019 Q3	$744K	Buy	65,739 +13,192	+25%	+$148K	﹤0.01%	1946
2019 Q2	$623K	Buy	52,547 +5,781	+12%	+$70.8K	﹤0.01%	2097
2019 Q1	$566K	Sell	46,766 -2,063	-4%	-$26.1K	﹤0.01%	2128
2018 Q4	$605K	Sell	48,829 -5,011	-9%	-$68K	﹤0.01%	1898
2018 Q3	$847K	Buy	53,840 +7,164	+15%	+$113K	﹤0.01%	1809
2018 Q2	$716K	Buy	46,676 +3,032	+7%	+$49.3K	﹤0.01%	1892
2018 Q1	$771K	Sell	43,644 -78,961	-64%	-$1.5M	﹤0.01%	1804
2017 Q4	$2.25M	Sell	122,605 -4,126	-3%	-$71.7K	0.01%	995
2017 Q3	$2.17M	Buy	126,731 +33,711	+36%	+$577K	0.01%	946
2017 Q2	$1.58M	Sell	93,020 -39,436	-30%	-$641K	0.01%	1082
2017 Q1	$2.09M	Sell	132,456 -7,484	-5%	-$120K	0.01%	814
2016 Q4	$2.29M	Sell	139,940 -13,010	-9%	-$196K	0.02%	733
2016 Q3	$2.12M	Sell	152,950 -66,688	-30%	-$908K	0.02%	744
2016 Q2	$2.72M	Buy	219,638 +202,142	+1,155%	+$3.09M	0.02%	604
2016 Q1	$262K	Sell	17,496 -13,568	-44%	-$220K	﹤0.01%	2625
2015 Q4	$591K	Sell	31,064 -106,796	-77%	-$2.08M	﹤0.01%	2087
2015 Q3	$2.7M	Buy	137,860 +41,963	+44%	+$889K	0.01%	705
2015 Q2	$2.02M	Buy	95,897 +1,056	+1%	+$22.1K	0.01%	904
2015 Q1	$1.81M	Sell	94,841 -18,093	-16%	-$315K	0.01%	961
2014 Q4	$1.93M	Buy	+112,934	New	+$1.93M	0.01%	905

Other funds holding UBS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LPL Financial's UBS Position: Q2 2026 in Review

LPL Financial increased its UBS Group (UBS) stake by 8.6% in Q2 2026, buying an estimated $1.17M and bringing the position to 325,540 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

LPL Financial first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 438 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

LPL Financial held 325,540 shares of UBS Group worth $16.1M as of Q2 2026.
LPL Financial bought 25,703 UBS Group shares in Q2 2026, an estimated $1.17M.
UBS Group made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1731 holding.
LPL Financial first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
438 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.