UBS Group
LTC icon

UBS Group’s LTC Properties LTC Stock Holding History

UBS Group’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$26K – 7916
2016
Q3 		$26K Buy
+500
New +$26.1K ﹤0.01% 6067

Other funds holding LTC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's LTC Position: Q3 2026 in Review

UBS Group reduced its LTC Properties (LTC) stake by 46% in Q3 2026, selling an estimated $3.52M and leaving 101,135 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #4248.

UBS Group first reported a position in LTC in Q4 2014 and has held it in 48 quarters since. The position peaked at $8.78M in Q1 2026. 173 funds tracked by Wall St. Rank hold LTC as of Q3 2026.

  • UBS Group held 101,135 shares of LTC Properties worth $4.34M as of Q3 2026.
  • UBS Group sold 85,821 LTC Properties shares in Q3 2026, an estimated $3.52M.
  • LTC Properties made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #4248 holding.
  • UBS Group first reported a position in LTC Properties in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's LTC Properties position peaked at $8.78M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held LTC Properties as of Q3 2026.

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