UBS Group
LYG icon

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

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
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.