UBS Group
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UBS Group’s Lithia Motors LAD Stock Holding History

UBS Group’s Portfolio LAD Stock Details LAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,000
Closed -$3.72M – 10641
2025
Q2 		$3.72M Hold
11,000
– – ﹤0.01% 4178
2025
Q1 		$3.23M Buy
+11,000
New +$3.75M ﹤0.01% 4245
2021
Q1 		– Sell
-63,700
Closed -$18.6M – 9258
2020
Q4 		$18.6M Buy
+63,700
New +$17.4M 0.01% 1381
2015
Q1 		– Sell
-800
Closed -$69K – 9081
2014
Q4 		$69K Buy
+800
New +$62K ﹤0.01% 6080

Other funds holding LAD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

UBS Group's LAD Position: Q1 2026 in Review

UBS Group increased its Lithia Motors (LAD) stake by 191% in Q1 2026, buying an estimated $76.5M and bringing the position to 392,768 shares worth $98.1M. The position accounts for 0.01% of the portfolio, ranked #1068.

UBS Group first reported a position in LAD in Q4 2014 and has held it in 46 quarters since. The position peaked at $101M in Q2 2025. 432 funds tracked by Wall St. Rank hold LAD as of Q1 2026.

  • UBS Group held 392,768 shares of Lithia Motors worth $98.1M as of Q1 2026.
  • UBS Group bought 257,617 Lithia Motors shares in Q1 2026, an estimated $76.5M.
  • Lithia Motors made up 0.01% of UBS Group's portfolio in Q1 2026, its #1068 holding.
  • UBS Group first reported a position in Lithia Motors in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Lithia Motors position peaked at $101M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Lithia Motors as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.