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	-41,500	Closed	-$2.19M	–	10891
2025 Q3	$2.19M	Buy	+41,500	New	+$2.24M	﹤0.01%	4859
2023 Q1	–	Sell	-80,200	Closed	-$2.78M	–	10005
2022 Q4	$2.78M	Buy	80,200 +79,800	+19,950%	+$2.84M	﹤0.01%	3054
2022 Q3	$13K	Sell	400 -331,000	-100%	-$11.9M	﹤0.01%	8046
2022 Q2	$10.7M	Buy	331,400 +331,000	+82,750%	+$11.2M	﹤0.01%	1763
2022 Q1	$14K	Sell	400 -500	-56%	-$19.3K	﹤0.01%	7949
2021 Q4	$39K	Hold	900	–	–	﹤0.01%	7148
2021 Q3	$41K	Hold	900	–	–	﹤0.01%	6500
2021 Q2	$41K	Buy	+900	New	+$41.3K	﹤0.01%	6614
2019 Q4	–	Sell	-1,500	Closed	-$52K	–	8281
2019 Q3	$52K	Buy	+1,500	New	+$53.1K	﹤0.01%	6176

Other funds holding LAZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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.