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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

UBS Group's LBRT Position: Q2 2026 in Review

UBS Group increased its Liberty Energy (LBRT) stake by 183% in Q2 2026, buying an estimated $66.9M and bringing the position to 3,457,265 shares worth $90.5M. The position accounts for 0.01% of the portfolio, ranked #1195.

UBS Group first reported a position in LBRT in Q2 2018 and has held it in 31 quarters since. 406 funds tracked by Wall St. Rank hold LBRT as of Q2 2026.

UBS Group held 3,457,265 shares of Liberty Energy worth $90.5M as of Q2 2026.
UBS Group bought 2,237,641 Liberty Energy shares in Q2 2026, an estimated $66.9M.
Liberty Energy made up 0.01% of UBS Group's portfolio in Q2 2026, its #1195 holding.
UBS Group first reported a position in Liberty Energy in Q2 2018 and has held it in 31 quarters since.
406 funds tracked by Wall St. Rank held Liberty Energy as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.