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
Q3 		$1.21M Buy
322,531
+32,493
+11% +$124K ﹤0.01% 5467
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

Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Sprott Inc
Sprott Inc Toronto, Ontario, Canada $3.3B AUM 27.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

UBS Group's LZM Position: Q3 2026 in Review

UBS Group increased its Lifezone Metals (LZM) stake by 11% in Q3 2026, buying an estimated $124K and bringing the position to 322,531 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #5467.

UBS Group first reported a position in LZM in Q3 2023 and has held it in 13 quarters since. 40 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

  • UBS Group held 322,531 shares of Lifezone Metals worth $1.21M as of Q3 2026.
  • UBS Group bought 32,493 Lifezone Metals shares in Q3 2026, an estimated $124K.
  • Lifezone Metals made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #5467 holding.
  • UBS Group first reported a position in Lifezone Metals in Q3 2023 and has held it in 13 quarters since.
  • 40 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.