UBS AM
LYG icon

UBS AM’s Lloyds Banking Group LYG Stock Holding History

UBS AM’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.83M Hold
313,567
– – ﹤0.01% 2088
2026
Q1 		$1.58M Buy
313,567
+263,925
+532% +$1.45M ﹤0.01% 2151
2025
Q4 		$263K Buy
+49,642
New +$240K ﹤0.01% 2431
2018
Q2 		– Sell
-1,201
Closed -$4.47K – 2796
2018
Q1 		$4.47K Hold
1,201
– – ﹤0.01% 2609
2017
Q4 		$4.5K Hold
1,201
– – ﹤0.01% 2533
2017
Q3 		$4.4K Hold
1,201
– – ﹤0.01% 2481
2017
Q2 		$4.24K Buy
1,201
+824
+219% +$2.93K ﹤0.01% 2468
2017
Q1 		$1.28K Buy
+377
New +$1.27K ﹤0.01% 2443
2016
Q4 		– Sell
-34,831
Closed -$100K – 2585
2016
Q3 		$100K Sell
34,831
-694
-2% -$2.06K ﹤0.01% 2575
2016
Q2 		$106K Buy
35,525
+9,122
+35% +$35.7K ﹤0.01% 2578
2016
Q1 		$104K Sell
26,403
-1,237,022
-98% -$4.79M ﹤0.01% 2564
2015
Q4 		$5.51M Sell
1,263,425
-98,638
-7% -$447K 0.01% 1032
2015
Q3 		$6.26M Buy
1,362,063
+467,188
+52% +$2.34M 0.01% 994
2015
Q2 		$4.86M Buy
894,875
+58,109
+7% +$303K ﹤0.01% 1062
2015
Q1 		$3.91M Buy
836,766
+18,173
+2% +$84.7K ﹤0.01% 1111
2014
Q4 		$3.8M Sell
818,593
-376,501
-32% -$1.82M ﹤0.01% 1104
2014
Q3 		$6.02M Buy
1,195,094
+98,103
+9% +$494K 0.01% 992
2014
Q2 		$5.64M Buy
+1,096,991
New +$5.69M 0.01% 1007

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS AM's LYG Position: Q2 2026 in Review

UBS AM held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 313,567 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2088.

UBS AM first reported a position in LYG in Q2 2014 and has held it in 18 quarters since. The position peaked at $6.26M in Q3 2015. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • UBS AM held 313,567 shares of Lloyds Banking Group worth $1.83M as of Q2 2026.
  • UBS AM left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2088 holding.
  • UBS AM first reported a position in Lloyds Banking Group in Q2 2014 and has held it in 18 quarters since.
  • UBS AM's Lloyds Banking Group position peaked at $6.26M in Q3 2015.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.