UBS Group
LMND icon

UBS Group’s Lemonade LMND Stock Holding History

UBS Group’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.6M Buy
423,979
+77,146
+22% +$4.51M ﹤0.01% 2353
2026
Q1 		$21.7M Buy
346,833
+29,776
+9% +$2.06M ﹤0.01% 2504
2025
Q4 		$22.6M Sell
317,057
-387,035
-55% -$26M ﹤0.01% 2474
2025
Q3 		$37.7M Sell
704,092
-164,280
-19% -$8.01M 0.01% 1916
2025
Q2 		$38M Buy
868,372
+746,636
+613% +$24.9M 0.01% 1765
2025
Q1 		$3.83M Sell
121,736
-269,992
-69% -$9.29M ﹤0.01% 4056
2024
Q4 		$14.4M Buy
391,728
+343,235
+708% +$11M ﹤0.01% 2682
2024
Q3 		$800K Sell
48,493
-41,410
-46% -$760K ﹤0.01% 4848
2024
Q2 		$1.48M Sell
89,903
-800
-0.9% -$13.3K ﹤0.01% 4053
2024
Q1 		$1.49M Buy
90,703
+42,794
+89% +$719K ﹤0.01% 4235
2023
Q4 		$773K Buy
47,909
+33,936
+243% +$511K ﹤0.01% 4720
2023
Q3 		$162K Buy
13,973
+1,217
+10% +$19.5K ﹤0.01% 5509
2023
Q2 		$215K Sell
12,756
-33,509
-72% -$524K ﹤0.01% 5428
2023
Q1 		$660K Buy
46,265
+16,596
+56% +$252K ﹤0.01% 4479
2022
Q4 		$406K Sell
29,669
-4,614
-13% -$91.2K ﹤0.01% 4878
2022
Q3 		$726K Sell
34,283
-20,227
-37% -$460K ﹤0.01% 4020
2022
Q2 		$995K Sell
54,510
-10,731
-16% -$226K ﹤0.01% 3748
2022
Q1 		$1.72M Sell
65,241
-33,113
-34% -$938K ﹤0.01% 3582
2021
Q4 		$4.14M Buy
98,354
+2,143
+2% +$120K ﹤0.01% 3027
2021
Q3 		$6.45M Buy
96,211
+46,966
+95% +$3.79M ﹤0.01% 2419
2021
Q2 		$5.39M Sell
49,245
-2,540
-5% -$231K ﹤0.01% 2596
2021
Q1 		$4.82M Buy
51,785
+32,203
+164% +$4.16M ﹤0.01% 2632
2020
Q4 		$2.4M Buy
19,582
+10,860
+125% +$801K ﹤0.01% 3233
2020
Q3 		$433K Buy
+8,722
New +$548K ﹤0.01% 4305

Other funds holding LMND

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's LMND Position: Q2 2026 in Review

UBS Group increased its Lemonade (LMND) stake by 22% in Q2 2026, buying an estimated $4.51M and bringing the position to 423,979 shares worth $27.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

UBS Group first reported a position in LMND in Q3 2020 and has held it in 24 quarters since. The position peaked at $38M in Q2 2025. 338 funds tracked by Wall St. Rank hold LMND as of Q2 2026.

  • UBS Group held 423,979 shares of Lemonade worth $27.6M as of Q2 2026.
  • UBS Group bought 77,146 Lemonade shares in Q2 2026, an estimated $4.51M.
  • Lemonade made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2353 holding.
  • UBS Group first reported a position in Lemonade in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's Lemonade position peaked at $38M in Q2 2025.
  • 338 funds tracked by Wall St. Rank held Lemonade as of Q2 2026.

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