UBS Group
LGN

UBS Group’s Legence Corp LGN Stock Holding History

UBS Group’s Portfolio LGN Stock Details LGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$67.1M Buy
787,489
+481,791
+158% +$39.3M 0.01% 1466
2026
Q1 		$17.3M Buy
305,698
+220,660
+259% +$11.1M ﹤0.01% 2753
2025
Q4 		$3.66M Sell
85,038
-39,883
-32% -$1.58M ﹤0.01% 4340
2025
Q3 		$3.85M Buy
+124,921
New +$3.93M ﹤0.01% 4303

Other funds holding LGN

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return

UBS Group's LGN Position: Q2 2026 in Review

UBS Group increased its Legence Corp (LGN) stake by 158% in Q2 2026, buying an estimated $39.3M and bringing the position to 787,489 shares worth $67.1M. The position accounts for 0.01% of the portfolio, ranked #1466.

UBS Group first reported a position in LGN in Q3 2025 and has held it in 4 quarters since. 267 funds tracked by Wall St. Rank hold LGN as of Q2 2026.

  • UBS Group held 787,489 shares of Legence Corp worth $67.1M as of Q2 2026.
  • UBS Group bought 481,791 Legence Corp shares in Q2 2026, an estimated $39.3M.
  • Legence Corp made up 0.01% of UBS Group's portfolio in Q2 2026, its #1466 holding.
  • UBS Group first reported a position in Legence Corp in Q3 2025 and has held it in 4 quarters since.
  • 267 funds tracked by Wall St. Rank held Legence Corp as of Q2 2026.

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