UBS Group
LGN icon

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
Q3 		$55.8M Buy
1,039,575
+252,086
+32% +$15.6M 0.01% 1589
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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Forest Avenue Capital Management
Forest Avenue Capital Management Miami, Florida $1.59B AUM 37.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $102B AUM 35.16% 1-Year Est. Return

UBS Group's LGN Position: Q3 2026 in Review

UBS Group increased its Legence Corp (LGN) stake by 32% in Q3 2026, buying an estimated $15.6M and bringing the position to 1,039,575 shares worth $55.8M. The position accounts for 0.01% of the portfolio, ranked #1589.

UBS Group first reported a position in LGN in Q3 2025 and has held it in 5 quarters since. The position peaked at $67.1M in Q2 2026. 188 funds tracked by Wall St. Rank hold LGN as of Q3 2026.

  • UBS Group held 1,039,575 shares of Legence Corp worth $55.8M as of Q3 2026.
  • UBS Group bought 252,086 Legence Corp shares in Q3 2026, an estimated $15.6M.
  • Legence Corp made up 0.01% of UBS Group's portfolio in Q3 2026, its #1589 holding.
  • UBS Group first reported a position in Legence Corp in Q3 2025 and has held it in 5 quarters since.
  • UBS Group's Legence Corp position peaked at $67.1M in Q2 2026.
  • 188 funds tracked by Wall St. Rank held Legence Corp as of Q3 2026.

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