UBS Group’s Lincoln National LNC Stock Holding History

UBS Group’s Portfolio LNC Stock Details LNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.93M	Buy	82,600 +4,100	+5%	+$158K	﹤0.01%	4611
2025 Q4	$3.5M	Hold	78,500	–	–	﹤0.01%	4384
2025 Q3	$3.17M	Buy	78,500 +71,000	+947%	+$2.75M	﹤0.01%	4508
2025 Q2	$260K	Hold	7,500	–	–	﹤0.01%	6543
2025 Q1	$269K	Buy	+7,500	New	+$266K	﹤0.01%	6336
2024 Q2	–	Sell	-75,000	Closed	-$2.39M	–	9854
2024 Q1	$2.39M	Sell	75,000 -25,000	-25%	-$690K	﹤0.01%	3763
2023 Q4	$2.7M	Hold	100,000	–	–	﹤0.01%	3490
2023 Q3	$2.47M	Sell	100,000 -80,000	-44%	-$2.09M	﹤0.01%	3241
2023 Q2	$4.64M	Buy	180,000 +20,000	+13%	+$439K	﹤0.01%	2667
2023 Q1	$3.6M	Buy	160,000 +55,000	+52%	+$1.64M	﹤0.01%	2838
2022 Q4	$3.23M	Buy	105,000 +80,000	+320%	+$3.18M	﹤0.01%	2908
2022 Q3	$1.1M	Buy	+25,000	New	+$1.2M	﹤0.01%	3673
2021 Q4	–	Sell	-29,200	Closed	-$2.01M	–	10501
2021 Q3	$2.01M	Buy	+29,200	New	+$1.91M	﹤0.01%	3574
2018 Q3	–	Sell	-4,900	Closed	-$305K	–	8130
2018 Q2	$305K	Buy	+4,900	New	+$335K	﹤0.01%	4674
2015 Q3	–	Sell	-1,000	Closed	-$59K	–	8528
2015 Q2	$59K	Sell	1,000 -24,400	-96%	-$1.43M	﹤0.01%	5852
2015 Q1	$1.46M	Buy	25,400 +17,700	+230%	+$989K	﹤0.01%	3222
2014 Q4	$444K	Buy	+7,700	New	+$419K	﹤0.01%	4312

Other funds holding LNC

BCP

Bain Capital Prairie Boston, Massachusetts $666M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's LNC Position: Q1 2026 in Review

UBS Group reduced its Lincoln National (LNC) stake by 6.7% in Q1 2026, selling an estimated $4M and leaving 1,454,657 shares worth $51.6M. The position accounts for 0.01% of the portfolio, ranked #1604.

UBS Group first reported a position in LNC in Q4 2014 and has held it in 46 quarters since. The position peaked at $71.9M in Q1 2015. 614 funds tracked by Wall St. Rank hold LNC as of Q1 2026.

UBS Group held 1,454,657 shares of Lincoln National worth $51.6M as of Q1 2026.
UBS Group sold 104,224 Lincoln National shares in Q1 2026, an estimated $4M.
Lincoln National made up 0.01% of UBS Group's portfolio in Q1 2026, its #1604 holding.
UBS Group first reported a position in Lincoln National in Q4 2014 and has held it in 46 quarters since.
UBS Group's Lincoln National position peaked at $71.9M in Q1 2015.
614 funds tracked by Wall St. Rank held Lincoln National as of Q1 2026.

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