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

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.