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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.