UBS Group
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UBS Group’s Local Bounti LOCL Stock Holding History

UBS Group’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.48K Buy
+4,249
New +$7.13K ﹤0.01% 8924
2025
Q3 		– Sell
-16,985
Closed -$39.7K – 10655
2025
Q2 		$39.7K Buy
16,985
+16,694
+5,737% +$41.2K ﹤0.01% 7959
2025
Q1 		$599 Sell
291
-3,333
-92% -$7.26K ﹤0.01% 9720
2024
Q4 		$7.5K Buy
3,624
+2,793
+336% +$6.1K ﹤0.01% 8469
2024
Q3 		$2.08K Buy
+831
New +$2.21K ﹤0.01% 8503
2023
Q2 		– Sell
-1,613
Closed -$16.7K – 9324
2023
Q1 		$16.7K Buy
1,613
+653
+68% +$6.98K ﹤0.01% 7217
2022
Q4 		$17.3K Buy
+960
New +$29.9K ﹤0.01% 7841
2022
Q2 		– Sell
-2
Closed – – 10659
2022
Q1 		$0 Buy
+2
New +$151 ﹤0.01% 10621

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group's LOCL Position: Q2 2026 in Review

UBS Group opened a new position in Local Bounti (LOCL) in Q2 2026: 4,249 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #8924 among its holdings. This is a return to the name: UBS Group previously reported a position in LOCL as recently as Q2 2025.

UBS Group first reported a position in LOCL in Q1 2022 and has held it in 8 quarters since. The position peaked at $39.7K in Q2 2025. 24 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • UBS Group held 4,249 shares of Local Bounti worth $5.48K as of Q2 2026.
  • Local Bounti was a new UBS Group position in Q2 2026.
  • Local Bounti made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8924 holding.
  • UBS Group first reported a position in Local Bounti in Q1 2022 and has held it in 8 quarters since.
  • UBS Group's Local Bounti position peaked at $39.7K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

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