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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

UBS Group's LBRT Position: Q1 2026 in Review

UBS Group increased its Liberty Energy (LBRT) stake by 54% in Q1 2026, buying an estimated $10.9M and bringing the position to 1,219,624 shares worth $35.1M. The position accounts for 0.01% of the portfolio, ranked #1996.

UBS Group first reported a position in LBRT in Q2 2018 and has held it in 30 quarters since. 393 funds tracked by Wall St. Rank hold LBRT as of Q1 2026.

UBS Group held 1,219,624 shares of Liberty Energy worth $35.1M as of Q1 2026.
UBS Group bought 428,918 Liberty Energy shares in Q1 2026, an estimated $10.9M.
Liberty Energy made up 0.01% of UBS Group's portfolio in Q1 2026, its #1996 holding.
UBS Group first reported a position in Liberty Energy in Q2 2018 and has held it in 30 quarters since.
393 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2026.

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