UBS Group
LZM icon

UBS Group’s Lifezone Metals LZM Stock Holding History

UBS Group’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
290,038
+111,246
+62% +$520K ﹤0.01% 5626
2026
Q1 		$601K Buy
178,792
+41,507
+30% +$193K ﹤0.01% 5950
2025
Q4 		$586K Sell
137,285
-19,337
-12% -$87.4K ﹤0.01% 5978
2025
Q3 		$858K Buy
156,622
+10,592
+7% +$48.7K ﹤0.01% 5694
2025
Q2 		$602K Sell
146,030
-10,510
-7% -$39.1K ﹤0.01% 5856
2025
Q1 		$654K Buy
156,540
+96,905
+162% +$542K ﹤0.01% 5638
2024
Q4 		$414K Buy
59,635
+42,329
+245% +$283K ﹤0.01% 5973
2024
Q3 		$121K Buy
17,306
+6,183
+56% +$43.3K ﹤0.01% 6222
2024
Q2 		$85.4K Buy
11,123
+9,143
+462% +$71.3K ﹤0.01% 6302
2024
Q1 		$15.2K Sell
1,980
-851
-30% -$5.57K ﹤0.01% 7043
2023
Q4 		$25.6K Buy
2,831
+2,714
+2,320% +$26.1K ﹤0.01% 6944
2023
Q3 		$1.44K Buy
+117
New +$1.48K ﹤0.01% 7942

Other funds holding LZM

CCM
Cinctive Capital Management New York $2.72B AUM 43.27% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

UBS Group's LZM Position: Q2 2026 in Review

UBS Group increased its Lifezone Metals (LZM) stake by 62% in Q2 2026, buying an estimated $520K and bringing the position to 290,038 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #5626.

UBS Group first reported a position in LZM in Q3 2023 and has held it in 12 quarters since. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • UBS Group held 290,038 shares of Lifezone Metals worth $1.13M as of Q2 2026.
  • UBS Group bought 111,246 Lifezone Metals shares in Q2 2026, an estimated $520K.
  • Lifezone Metals made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5626 holding.
  • UBS Group first reported a position in Lifezone Metals in Q3 2023 and has held it in 12 quarters since.
  • 88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

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