UBS Group
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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
-1,000
Closed -$4K – 7940
2015
Q4 		$4K Hold
1,000
– – ﹤0.01% 7779
2015
Q3 		$5K Hold
1,000
– – ﹤0.01% 7712
2015
Q2 		$5K Hold
1,000
– – ﹤0.01% 7870
2015
Q1 		$5K Hold
1,000
– – ﹤0.01% 8108
2014
Q4 		$5K Buy
+1,000
New +$4.83K ﹤0.01% 8977

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group's LYG Position: Q2 2026 in Review

UBS Group reduced its Lloyds Banking Group (LYG) stake by 4.2% in Q2 2026, selling an estimated $341K and leaving 1,431,159 shares worth $8.34M. The position accounts for ﹤0.01% of the portfolio, ranked #3644.

UBS Group first reported a position in LYG in Q4 2014 and has held it in 47 quarters since. The position peaked at $30M in Q3 2025. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • UBS Group held 1,431,159 shares of Lloyds Banking Group worth $8.34M as of Q2 2026.
  • UBS Group sold 62,884 Lloyds Banking Group shares in Q2 2026, an estimated $341K.
  • Lloyds Banking Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3644 holding.
  • UBS Group first reported a position in Lloyds Banking Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Lloyds Banking Group position peaked at $30M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

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