UBS Group’s Lloyds Banking Group LYG Stock Holding History

UBS Group’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-11,300	Closed	-$49K	–	7939
2015 Q4	$49K	Hold	11,300	–	–	﹤0.01%	5833
2015 Q3	$52K	Hold	11,300	–	–	﹤0.01%	5800
2015 Q2	$61K	Hold	11,300	–	–	﹤0.01%	5829
2015 Q1	$53K	Hold	11,300	–	–	﹤0.01%	5980
2014 Q4	$52K	Buy	+11,300	New	+$54.6K	﹤0.01%	6441

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

UBS Group's LYG Position: Q1 2026 in Review

UBS Group increased its Lloyds Banking Group (LYG) stake by 46% in Q1 2026, buying an estimated $2.59M and bringing the position to 1,494,043 shares worth $7.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

UBS Group first reported a position in LYG in Q4 2014 and has held it in 46 quarters since. The position peaked at $30M in Q3 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

UBS Group held 1,494,043 shares of Lloyds Banking Group worth $7.52M as of Q1 2026.
UBS Group bought 472,955 Lloyds Banking Group shares in Q1 2026, an estimated $2.59M.
Lloyds Banking Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3641 holding.
UBS Group first reported a position in Lloyds Banking Group in Q4 2014 and has held it in 46 quarters since.
UBS Group's Lloyds Banking Group position peaked at $30M in Q3 2025.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

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