Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s UBS Group UBS Stock Holding History

Luther King Capital Management (LKCM)’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 		$294K Buy
+5,923
New +$270K ﹤0.01% 552
2021
Q2 		– Sell
-22,704
Closed -$353K – 619
2021
Q1 		$353K Sell
22,704
-8,444
-27% -$130K ﹤0.01% 488
2020
Q4 		$440K Buy
+31,148
New +$412K ﹤0.01% 461

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Luther King Capital Management (LKCM)'s UBS Position: Q2 2026 in Review

Luther King Capital Management (LKCM) opened a new position in UBS Group (UBS) in Q2 2026: 5,923 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #552 among its holdings. This is a return to the name: Luther King Capital Management (LKCM) previously reported a position in UBS as recently as Q1 2021.

Luther King Capital Management (LKCM) first reported a position in UBS in Q4 2020 and has held it in 3 quarters since. The position peaked at $440K in Q4 2020. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Luther King Capital Management (LKCM) held 5,923 shares of UBS Group worth $294K as of Q2 2026.
  • UBS Group was a new Luther King Capital Management (LKCM) position in Q2 2026.
  • UBS Group made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #552 holding.
  • Luther King Capital Management (LKCM) first reported a position in UBS Group in Q4 2020 and has held it in 3 quarters since.
  • Luther King Capital Management (LKCM)'s UBS Group position peaked at $440K in Q4 2020.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.