UBS Group
LIND icon

UBS Group’s Lindblad Expeditions LIND Stock Holding History

UBS Group’s Portfolio LIND Stock Details LIND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.9M Buy
1,094,314
+260,942
+31% +$4.63M ﹤0.01% 2656
2025
Q4 		$12M Buy
833,372
+305,704
+58% +$3.86M ﹤0.01% 3105
2025
Q3 		$6.75M Sell
527,668
-53,945
-9% -$710K ﹤0.01% 3721
2025
Q2 		$6.79M Buy
581,613
+187,739
+48% +$1.86M ﹤0.01% 3546
2025
Q1 		$3.65M Sell
393,874
-57,762
-13% -$659K ﹤0.01% 4108
2024
Q4 		$5.36M Buy
451,636
+125,894
+39% +$1.44M ﹤0.01% 3774
2024
Q3 		$3.01M Buy
325,742
+9,741
+3% +$90.5K ﹤0.01% 3585
2024
Q2 		$3.05M Buy
316,001
+65,769
+26% +$509K ﹤0.01% 3332
2024
Q1 		$2.33M Buy
250,232
+35,979
+17% +$331K ﹤0.01% 3786
2023
Q4 		$2.41M Sell
214,253
-56,051
-21% -$434K ﹤0.01% 3606
2023
Q3 		$1.95M Sell
270,304
-21,491
-7% -$205K ﹤0.01% 3461
2023
Q2 		$3.17M Buy
291,795
+11,416
+4% +$117K ﹤0.01% 3047
2023
Q1 		$2.68M Sell
280,379
-6,115
-2% -$61.5K ﹤0.01% 3119
2022
Q4 		$2.21M Buy
286,494
+12,818
+5% +$108K ﹤0.01% 3299
2022
Q3 		$1.85M Buy
273,676
+1,032
+0.4% +$8.99K ﹤0.01% 3227
2022
Q2 		$2.21M Sell
272,644
-26,950
-9% -$351K ﹤0.01% 3069
2022
Q1 		$4.52M Sell
299,594
-14,486
-5% -$233K ﹤0.01% 2628
2021
Q4 		$4.9M Buy
314,080
+50,390
+19% +$795K ﹤0.01% 2845
2021
Q3 		$3.85M Buy
263,690
+351
+0.1% +$4.93K ﹤0.01% 2954
2021
Q2 		$4.22M Buy
263,339
+3,750
+1% +$63.4K ﹤0.01% 2870
2021
Q1 		$4.91M Sell
259,589
-46,367
-15% -$844K ﹤0.01% 2615
2020
Q4 		$5.24M Sell
305,956
-5,107
-2% -$58.5K ﹤0.01% 2400
2020
Q3 		$2.65M Sell
311,063
-9,909
-3% -$84.2K ﹤0.01% 2784
2020
Q2 		$2.48M Buy
320,972
+73,029
+29% +$504K ﹤0.01% 2679
2020
Q1 		$1.03M Buy
247,943
+30,292
+14% +$389K ﹤0.01% 3316
2019
Q4 		$3.56M Buy
217,651
+7,864
+4% +$126K ﹤0.01% 2936
2019
Q3 		$3.52M Buy
209,787
+13,512
+7% +$246K ﹤0.01% 2721
2019
Q2 		$3.52M Buy
196,275
+2,430
+1% +$39.9K ﹤0.01% 2621
2019
Q1 		$2.96M Sell
193,845
-9,797
-5% -$133K ﹤0.01% 2637
2018
Q4 		$2.74M Buy
203,642
+21,702
+12% +$290K ﹤0.01% 2714
2018
Q3 		$2.71M Buy
181,940
+6,436
+4% +$91.2K ﹤0.01% 2933
2018
Q2 		$2.33M Buy
+175,504
New +$2.08M ﹤0.01% 3032
2018
Q1 		– Sell
-1,185
Closed -$12K – 8012
2017
Q4 		$12K Sell
1,185
-2,059
-63% -$21.4K ﹤0.01% 6908
2017
Q3 		$35K Buy
+3,244
New +$34K ﹤0.01% 6052
2017
Q2 		– Sell
-722
Closed -$6K – 7839
2017
Q1 		$6K Sell
722
-3,526
-83% -$32.3K ﹤0.01% 6899
2016
Q4 		$40K Sell
4,248
-1,072
-20% -$9.78K ﹤0.01% 5999
2016
Q3 		$47K Buy
5,320
+3,966
+293% +$37.3K ﹤0.01% 5568
2016
Q2 		$13K Sell
1,354
-58,031
-98% -$569K ﹤0.01% 6619
2016
Q1 		$590K Buy
59,385
+58,385
+5,839% +$589K ﹤0.01% 3650
2015
Q4 		$11K Sell
1,000
-753
-43% -$7.96K ﹤0.01% 7227
2015
Q3 		$17K Sell
1,753
-29,792
-94% -$294K ﹤0.01% 6851
2015
Q2 		$362K Buy
31,545
+27,948
+777% +$306K ﹤0.01% 4381
2015
Q1 		$37K Sell
3,597
-1,401
-28% -$13.9K ﹤0.01% 6328
2014
Q4 		$51K Buy
+4,998
New +$48.4K ﹤0.01% 6459

Other funds holding LIND

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
MSD Partners New York $82.3M AUM 15.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

UBS Group's LIND Position: Q1 2026 in Review

UBS Group increased its Lindblad Expeditions (LIND) stake by 31% in Q1 2026, buying an estimated $4.63M and bringing the position to 1,094,314 shares worth $18.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2656.

UBS Group first reported a position in LIND in Q4 2014 and has held it in 44 quarters since. 199 funds tracked by Wall St. Rank hold LIND as of Q1 2026.

  • UBS Group held 1,094,314 shares of Lindblad Expeditions worth $18.9M as of Q1 2026.
  • UBS Group bought 260,942 Lindblad Expeditions shares in Q1 2026, an estimated $4.63M.
  • Lindblad Expeditions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2656 holding.
  • UBS Group first reported a position in Lindblad Expeditions in Q4 2014 and has held it in 44 quarters since.
  • 199 funds tracked by Wall St. Rank held Lindblad Expeditions as of Q1 2026.

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