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
2022
Q3 		– Sell
-100,800
Closed -$1.11M – 10685
2022
Q2 		$1.11M Buy
+100,800
New +$1.33M ﹤0.01% 3649
2021
Q4 		– Sell
-7,800
Closed -$206K – 10508
2021
Q3 		$206K Buy
+7,800
New +$274K ﹤0.01% 5291

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's LZ Position: Q1 2026 in Review

UBS Group increased its LegalZoom.com (LZ) stake by 131% in Q1 2026, buying an estimated $6.12M and bringing the position to 1,420,200 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #3581.

UBS Group first reported a position in LZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q2 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • UBS Group held 1,420,200 shares of LegalZoom.com worth $8.05M as of Q1 2026.
  • UBS Group bought 806,663 LegalZoom.com shares in Q1 2026, an estimated $6.12M.
  • LegalZoom.com made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3581 holding.
  • UBS Group first reported a position in LegalZoom.com in Q3 2021 and has held it in 18 quarters since.
  • UBS Group's LegalZoom.com position peaked at $10.1M in Q2 2025.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

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