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LRI Investments’s UBS Group UBS Stock Holding History

LRI Investments’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 		$10.5K Buy
212
+52
+33% +$2.37K ﹤0.01% 942
2026
Q1 		$6.25K Buy
160
+26
+19% +$1.11K ﹤0.01% 1020
2025
Q4 		$6.21K Hold
134
– – ﹤0.01% 993
2025
Q3 		$5.49K Buy
134
+24
+22% +$932 ﹤0.01% 1024
2025
Q2 		$3.72K Buy
+110
New +$3.4K ﹤0.01% 1080

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

LRI Investments's UBS Position: Q2 2026 in Review

LRI Investments increased its UBS Group (UBS) stake by 33% in Q2 2026, buying an estimated $2.37K and bringing the position to 212 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

LRI Investments first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • LRI Investments held 212 shares of UBS Group worth $10.5K as of Q2 2026.
  • LRI Investments bought 52 UBS Group shares in Q2 2026, an estimated $2.37K.
  • UBS Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #942 holding.
  • LRI Investments first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.