UBS Group
LZ icon

UBS Group’s LegalZoom.com LZ Stock Holding History

UBS Group’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
1,784,142
+363,942
+26% +$2.23M ﹤0.01% 3347
2026
Q1 		$8.05M Buy
1,420,200
+806,663
+131% +$6.12M ﹤0.01% 3581
2025
Q4 		$6.09M Buy
613,537
+287,063
+88% +$2.85M ﹤0.01% 3817
2025
Q3 		$3.39M Sell
326,474
-804,183
-71% -$8.02M ﹤0.01% 4442
2025
Q2 		$10.1M Buy
1,130,657
+325,243
+40% +$2.73M ﹤0.01% 3073
2025
Q1 		$6.93M Buy
805,414
+378,441
+89% +$3.39M ﹤0.01% 3451
2024
Q4 		$3.21M Buy
426,973
+195,114
+84% +$1.47M ﹤0.01% 4260
2024
Q3 		$1.47M Buy
231,859
+168,528
+266% +$1.1M ﹤0.01% 4288
2024
Q2 		$531K Sell
63,331
-86,929
-58% -$895K ﹤0.01% 4954
2024
Q1 		$2M Sell
150,260
-37,594
-20% -$433K ﹤0.01% 3960
2023
Q4 		$2.12M Buy
187,854
+118,890
+172% +$1.29M ﹤0.01% 3762
2023
Q3 		$754K Sell
68,964
-12,130
-15% -$149K ﹤0.01% 4335
2023
Q2 		$980K Buy
81,094
+50,143
+162% +$530K ﹤0.01% 4270
2023
Q1 		$290K Buy
30,951
+17,795
+135% +$151K ﹤0.01% 5108
2022
Q4 		$102K Buy
13,156
+8,883
+208% +$77.1K ﹤0.01% 6078
2022
Q3 		$37K Buy
+4,273
New +$44.2K ﹤0.01% 6633
2022
Q2 		– Sell
-750
Closed -$9.91K – 10666
2022
Q1 		$11K Buy
750
+60
+9% +$902 ﹤0.01% 8300
2021
Q4 		$11K Sell
690
-25,788
-97% -$547K ﹤0.01% 8674
2021
Q3 		$699K Buy
+26,478
New +$931K ﹤0.01% 4490

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's LZ Position: Q2 2026 in Review

UBS Group increased its LegalZoom.com (LZ) stake by 26% in Q2 2026, buying an estimated $2.23M and bringing the position to 1,784,142 shares worth $10.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3347.

UBS Group first reported a position in LZ in Q3 2021 and has held it in 19 quarters since. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • UBS Group held 1,784,142 shares of LegalZoom.com worth $10.9M as of Q2 2026.
  • UBS Group bought 363,942 LegalZoom.com shares in Q2 2026, an estimated $2.23M.
  • LegalZoom.com made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3347 holding.
  • UBS Group first reported a position in LegalZoom.com in Q3 2021 and has held it in 19 quarters since.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

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