UBS AM
TREE icon

UBS AM’s LendingTree TREE Stock Holding History

UBS AM’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$769K Buy
17,924
+57
+0.3% +$2.73K ﹤0.01% 2431
2025
Q4 		$949K Buy
17,867
+3,226
+22% +$181K ﹤0.01% 2159
2025
Q3 		$948K Sell
14,641
-15,329
-51% -$884K ﹤0.01% 2031
2025
Q2 		$1.11M Buy
29,970
+10,819
+56% +$437K ﹤0.01% 2364
2025
Q1 		$963K Buy
19,151
+4,661
+32% +$208K ﹤0.01% 2329
2024
Q4 		$561K Buy
14,490
+5,603
+63% +$268K ﹤0.01% 2539
2024
Q3 		$516K Buy
+8,887
New +$459K ﹤0.01% 2637
2023
Q3 		– Sell
-8,219
Closed -$219K – 2682
2023
Q2 		$219K Hold
8,219
– – ﹤0.01% 2552
2023
Q1 		$219K Buy
+8,219
New +$270K ﹤0.01% 2552
2022
Q3 		– Sell
-13,058
Closed -$572K – 2775
2022
Q2 		$572K Sell
13,058
-2,006
-13% -$149K ﹤0.01% 2258
2022
Q1 		$1.8M Hold
15,064
– – ﹤0.01% 1847
2021
Q4 		$1.85M Sell
15,064
-14,926
-50% -$1.98M ﹤0.01% 1904
2021
Q3 		$4.19M Buy
29,990
+14,700
+96% +$2.58M ﹤0.01% 1438
2021
Q2 		$3.24M Sell
15,290
-1,998
-12% -$420K ﹤0.01% 1619
2021
Q1 		$3.68M Buy
17,288
+866
+5% +$246K ﹤0.01% 1484
2020
Q4 		$4.5M Buy
16,422
+5,508
+50% +$1.64M ﹤0.01% 1337
2020
Q3 		$3.35M Sell
10,914
-208
-2% -$66K ﹤0.01% 1323
2020
Q2 		$3.22M Buy
11,122
+2,090
+23% +$505K ﹤0.01% 1322
2020
Q1 		$1.66M Sell
9,032
-941
-9% -$266K ﹤0.01% 1490
2019
Q4 		$3.03M Buy
9,973
+262
+3% +$86.7K ﹤0.01% 1416
2019
Q3 		$3.01M Buy
9,711
+1,426
+17% +$486K ﹤0.01% 1418
2019
Q2 		$3.48M Buy
8,285
+1,966
+31% +$752K ﹤0.01% 1345
2019
Q1 		$2.22M Buy
6,319
+407
+7% +$123K ﹤0.01% 1464
2018
Q4 		$1.3M Buy
5,912
+145
+3% +$32.9K ﹤0.01% 1627
2018
Q3 		$1.33M Hold
5,767
– – ﹤0.01% 1690
2018
Q2 		$1.23M Buy
5,767
+605
+12% +$168K ﹤0.01% 1727
2018
Q1 		$1.69M Buy
5,162
+300
+6% +$108K ﹤0.01% 1542
2017
Q4 		$1.66M Buy
4,862
+290
+6% +$82.4K ﹤0.01% 1520
2017
Q3 		$1.12M Buy
4,572
+2,472
+118% +$534K ﹤0.01% 1656
2017
Q2 		$362K Hold
2,100
– – ﹤0.01% 1962
2017
Q1 		$263K Hold
2,100
– – ﹤0.01% 2063
2016
Q4 		$213K Sell
2,100
-4,300
-67% -$410K ﹤0.01% 2096
2016
Q3 		$620K Buy
6,400
+1,900
+42% +$189K ﹤0.01% 1873
2016
Q2 		$397K Hold
4,500
– – ﹤0.01% 2081
2016
Q1 		$440K Sell
4,500
-200
-4% -$15.6K ﹤0.01% 1993
2015
Q4 		$420K Buy
4,700
+200
+4% +$20.6K ﹤0.01% 2146
2015
Q3 		$419K Hold
4,500
– – ﹤0.01% 2108
2015
Q2 		$354K Buy
4,500
+200
+5% +$12.3K ﹤0.01% 2264
2015
Q1 		$241K Buy
+4,300
New +$205K ﹤0.01% 2390

Other funds holding TREE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's TREE Position: Q1 2026 in Review

UBS AM increased its LendingTree (TREE) stake by 0.32% in Q1 2026, buying an estimated $2.73K and bringing the position to 17,924 shares worth $769K. The position accounts for ﹤0.01% of the portfolio, ranked #2431.

UBS AM first reported a position in TREE in Q1 2015 and has held it in 39 quarters since. The position peaked at $4.5M in Q4 2020. 179 funds tracked by Wall St. Rank hold TREE as of Q1 2026.

  • UBS AM held 17,924 shares of LendingTree worth $769K as of Q1 2026.
  • UBS AM bought 57 LendingTree shares in Q1 2026, an estimated $2.73K.
  • LendingTree made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2431 holding.
  • UBS AM first reported a position in LendingTree in Q1 2015 and has held it in 39 quarters since.
  • UBS AM's LendingTree position peaked at $4.5M in Q4 2020.
  • 179 funds tracked by Wall St. Rank held LendingTree as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.