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
Q1 		– Sell
-9,250
Closed -$658K – 10878
2025
Q4 		$658K Sell
9,250
-5,544
-37% -$372K ﹤0.01% 5905
2025
Q3 		$792K Buy
14,794
+9,250
+167% +$451K ﹤0.01% 5748
2025
Q2 		$243K Sell
5,544
-133,706
-96% -$4.46M ﹤0.01% 6589
2025
Q1 		$4.38M Buy
+139,250
New +$4.79M ﹤0.01% 3922
2024
Q3 		– Sell
-9,727
Closed -$160K – 9830
2024
Q2 		$160K Buy
+9,727
New +$162K ﹤0.01% 5817
2023
Q4 		– Sell
-9,727
Closed -$113K – 9643
2023
Q3 		$113K Buy
+9,727
New +$156K ﹤0.01% 5753
2023
Q2 		– Sell
-9,727
Closed -$139K – 9320
2023
Q1 		$139K Buy
+9,727
New +$148K ﹤0.01% 5664

Other funds holding LMND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's LMND Position: Q1 2026 in Review

UBS Group increased its Lemonade (LMND) stake by 9.4% in Q1 2026, buying an estimated $2.06M and bringing the position to 346,833 shares worth $21.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

UBS Group first reported a position in LMND in Q3 2020 and has held it in 23 quarters since. The position peaked at $38M in Q2 2025. 345 funds tracked by Wall St. Rank hold LMND as of Q1 2026.

  • UBS Group held 346,833 shares of Lemonade worth $21.7M as of Q1 2026.
  • UBS Group bought 29,776 Lemonade shares in Q1 2026, an estimated $2.06M.
  • Lemonade made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2504 holding.
  • UBS Group first reported a position in Lemonade in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's Lemonade position peaked at $38M in Q2 2025.
  • 345 funds tracked by Wall St. Rank held Lemonade as of Q1 2026.

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