UBS Group
LFT

UBS Group’s Lument Finance Trust LFT Stock Holding History

UBS Group’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.9K Buy
9,439
+385
+4% +$521 ﹤0.01% 8276
2025
Q4 		$12.8K Sell
9,054
-8,103
-47% -$12.9K ﹤0.01% 8090
2025
Q3 		$34.7K Sell
17,157
-19,534
-53% -$42.9K ﹤0.01% 7805
2025
Q2 		$81.1K Buy
36,691
+34,541
+1,607% +$87K ﹤0.01% 7401
2025
Q1 		$5.61K Buy
2,150
+2,069
+2,554% +$5.54K ﹤0.01% 8974
2024
Q4 		$209 Sell
81
-4,071
-98% -$10.4K ﹤0.01% 9566
2024
Q3 		$10.5K Buy
4,152
+1
+0% +$3 ﹤0.01% 7722
2024
Q2 		$9.96K Buy
+4,151
New +$10.1K ﹤0.01% 7719
2023
Q2 		– Sell
-1,557
Closed -$3.15K – 9313
2023
Q1 		$3.15K Buy
1,557
+929
+148% +$1.93K ﹤0.01% 8371
2022
Q4 		$1.19K Buy
+628
New +$1.29K ﹤0.01% 9925
2022
Q3 		– Sell
-6,856
Closed -$16K – 10658
2022
Q2 		$16K Buy
+6,856
New +$17.7K ﹤0.01% 7200
2020
Q3 		– Sell
-6,415
Closed -$17K – 8234
2020
Q2 		$17K Buy
+6,415
New +$14K ﹤0.01% 6658
2020
Q1 		– Sell
-625
Closed -$2K – 8193
2019
Q4 		$2K Sell
625
-4,800
-88% -$15.8K ﹤0.01% 7835
2019
Q3 		$18K Buy
5,425
+4,800
+768% +$16K ﹤0.01% 6797
2019
Q2 		$2K Hold
625
– – ﹤0.01% 7620
2019
Q1 		$2K Sell
625
-1,665
-73% -$5.64K ﹤0.01% 7449
2018
Q4 		$7K Buy
2,290
+539
+31% +$1.83K ﹤0.01% 7410
2018
Q3 		$7K Sell
1,751
-6,530
-79% -$22.9K ﹤0.01% 7333
2018
Q2 		$28K Buy
+8,281
New +$28.2K ﹤0.01% 6443

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

UBS Group's LFT Position: Q1 2026 in Review

UBS Group increased its Lument Finance Trust (LFT) stake by 4.3% in Q1 2026, buying an estimated $521 and bringing the position to 9,439 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #8276.

UBS Group first reported a position in LFT in Q2 2018 and has held it in 19 quarters since. The position peaked at $81.1K in Q2 2025. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • UBS Group held 9,439 shares of Lument Finance Trust worth $11.9K as of Q1 2026.
  • UBS Group bought 385 Lument Finance Trust shares in Q1 2026, an estimated $521.
  • Lument Finance Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8276 holding.
  • UBS Group first reported a position in Lument Finance Trust in Q2 2018 and has held it in 19 quarters since.
  • UBS Group's Lument Finance Trust position peaked at $81.1K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

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