UBS Group
LBRT icon

UBS Group’s Liberty Energy LBRT Stock Holding History

UBS Group’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-57,500
Closed -$660K – 10645
2025
Q2 		$660K Buy
+57,500
New +$696K ﹤0.01% 5784

Other funds holding LBRT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group's LBRT Position: Q3 2026 in Review

UBS Group reduced its Liberty Energy (LBRT) stake by 80% in Q3 2026, selling an estimated $56.9M and leaving 703,406 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #3144.

UBS Group first reported a position in LBRT in Q2 2018 and has held it in 32 quarters since. The position peaked at $90.5M in Q2 2026. 191 funds tracked by Wall St. Rank hold LBRT as of Q3 2026.

  • UBS Group held 703,406 shares of Liberty Energy worth $12.8M as of Q3 2026.
  • UBS Group sold 2,753,859 Liberty Energy shares in Q3 2026, an estimated $56.9M.
  • Liberty Energy made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3144 holding.
  • UBS Group first reported a position in Liberty Energy in Q2 2018 and has held it in 32 quarters since.
  • UBS Group's Liberty Energy position peaked at $90.5M in Q2 2026.
  • 191 funds tracked by Wall St. Rank held Liberty Energy as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.