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
2025
Q4 		– Sell
-96,000
Closed -$5.14M – 10905
2025
Q3 		$5.14M Buy
+96,000
New +$4.68M ﹤0.01% 4001
2022
Q1 		– Sell
-10,000
Closed -$421K – 10616
2021
Q4 		$421K Buy
10,000
+2,000
+25% +$112K ﹤0.01% 5114
2021
Q3 		$536K Buy
+8,000
New +$645K ﹤0.01% 4689

Other funds holding LMND

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
Analyst IMS Investment Management Services
Analyst IMS Investment Management Services Tel-Aviv, Israel $4.35B AUM 25.04% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return

UBS Group's LMND Position: Q3 2026 in Review

UBS Group increased its Lemonade (LMND) stake by 15% in Q3 2026, buying an estimated $3.48M and bringing the position to 486,497 shares worth $22M. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

UBS Group first reported a position in LMND in Q3 2020 and has held it in 25 quarters since. The position peaked at $38M in Q2 2025. 176 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • UBS Group held 486,497 shares of Lemonade worth $22M as of Q3 2026.
  • UBS Group bought 62,518 Lemonade shares in Q3 2026, an estimated $3.48M.
  • Lemonade made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2555 holding.
  • UBS Group first reported a position in Lemonade in Q3 2020 and has held it in 25 quarters since.
  • UBS Group's Lemonade position peaked at $38M in Q2 2025.
  • 176 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

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