UBS Group
LAZ icon

UBS Group’s Lazard LAZ Stock Holding History

UBS Group’s Portfolio LAZ Stock Details LAZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,100
Closed -$216K – 10890
2025
Q3 		$216K Buy
+4,100
New +$221K ﹤0.01% 6629
2025
Q2 		– Sell
-9,800
Closed -$424K – 10583
2025
Q1 		$424K Sell
9,800
-15,200
-61% -$756K ﹤0.01% 5979
2024
Q4 		$1.29M Buy
+25,000
New +$1.34M ﹤0.01% 5116
2019
Q3 		– Sell
-40,000
Closed -$1.38M – 8129
2019
Q2 		$1.38M Buy
+40,000
New +$1.43M ﹤0.01% 3475
2017
Q3 		– Sell
-20,000
Closed -$927K – 7870
2017
Q2 		$927K Buy
+20,000
New +$897K ﹤0.01% 3685
2015
Q1 		– Sell
-500
Closed -$25K – 9083
2014
Q4 		$25K Buy
+500
New +$24.8K ﹤0.01% 7321

Other funds holding LAZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

UBS Group's LAZ Position: Q2 2026 in Review

UBS Group increased its Lazard (LAZ) stake by 144% in Q2 2026, buying an estimated $26.1M and bringing the position to 964,653 shares worth $40.5M. The position accounts for 0.01% of the portfolio, ranked #1966.

UBS Group first reported a position in LAZ in Q4 2014 and has held it in 47 quarters since. The position peaked at $67.7M in Q3 2018. 344 funds tracked by Wall St. Rank hold LAZ as of Q2 2026.

  • UBS Group held 964,653 shares of Lazard worth $40.5M as of Q2 2026.
  • UBS Group bought 569,206 Lazard shares in Q2 2026, an estimated $26.1M.
  • Lazard made up 0.01% of UBS Group's portfolio in Q2 2026, its #1966 holding.
  • UBS Group first reported a position in Lazard in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Lazard position peaked at $67.7M in Q3 2018.
  • 344 funds tracked by Wall St. Rank held Lazard as of Q2 2026.

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