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UBS Group AG: LII position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UBS Group AG on LII, newest first. How the timeline and the estimate are built.

UBS Group AG held 466,947 LII shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 466,947 shares
    Change vs previous 13F -161,041 shares

    0.02% of the 13F portfolio, value $267,537,285.

    13F-HR 0000861177-26-000004 filed by UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 240,782 shares
    • UBS Group AG: 226,165 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 627,988 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $291,468,071.

    13F-HR 0001610520-26-000057 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

    • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC: 233,385 shares
    • UBS Group AG: 394,603 shares

    Acceptance time not in the bulk data set (spec §4.2).