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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's LAZ Position: Q1 2026 in Review

UBS Group increased its Lazard (LAZ) stake by 19% in Q1 2026, buying an estimated $3.09M and bringing the position to 395,447 shares worth $16.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2793.

UBS Group first reported a position in LAZ in Q4 2014 and has held it in 46 quarters since. The position peaked at $67.7M in Q3 2018. 334 funds tracked by Wall St. Rank hold LAZ as of Q1 2026.

  • UBS Group held 395,447 shares of Lazard worth $16.8M as of Q1 2026.
  • UBS Group bought 63,114 Lazard shares in Q1 2026, an estimated $3.09M.
  • Lazard made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2793 holding.
  • UBS Group first reported a position in Lazard in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Lazard position peaked at $67.7M in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Lazard as of Q1 2026.

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