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
2021 Q4	–	Sell	-28,900	Closed	-$763K	–	10509
2021 Q3	$763K	Buy	+28,900	New	+$1.02M	﹤0.01%	4407

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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.