UBS Group
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UBS Group’s LPL Financial LPLA Stock Holding History

UBS Group’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$164K – 10596
2025
Q1 		$164K Buy
+500
New +$174K ﹤0.01% 6679
2022
Q3 		– Sell
-3,000
Closed -$553K – 10672
2022
Q2 		$553K Buy
+3,000
New +$570K ﹤0.01% 4193

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's LPLA Position: Q2 2026 in Review

UBS Group reduced its LPL Financial (LPLA) stake by 17% in Q2 2026, selling an estimated $34.1M and leaving 540,254 shares worth $152M. The position accounts for 0.02% of the portfolio, ranked #832.

UBS Group first reported a position in LPLA in Q4 2014 and has held it in 47 quarters since. The position peaked at $197M in Q1 2026. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • UBS Group held 540,254 shares of LPL Financial worth $152M as of Q2 2026.
  • UBS Group sold 113,629 LPL Financial shares in Q2 2026, an estimated $34.1M.
  • LPL Financial made up 0.02% of UBS Group's portfolio in Q2 2026, its #832 holding.
  • UBS Group first reported a position in LPL Financial in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's LPL Financial position peaked at $197M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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