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Disclosery

UBS Group AG: LPL position timeline

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

UBS Group AG held 2,331,945 LPL 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 2,331,945 shares
    Change vs previous 13F +1,901,914 shares

    <0.01% of the 13F portfolio, value $9,071,266.

    13F-HR 0001610520-26-000103 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: 17,203 shares
    • UBS Group AG: 2,314,742 shares

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

  2. period ended2026-03-31
    13F 430,031 shares
    Change vs previous 13F +139,166 shares

    <0.01% of the 13F portfolio, value $1,668,520.

    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: 17,203 shares
    • UBS Group AG: 412,828 shares

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

  3. period ended2025-12-31
    13F 290,865 shares
    Change vs previous 13F +122,986 shares

    <0.01% of the 13F portfolio, value $1,224,542.

    13F-HR 0001610520-26-000004 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: 2,511 shares
    • UBS Group AG: 288,354 shares

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

  4. period ended2025-09-30
    13F 167,879 shares
    Change vs previous 13F +73,969 shares

    <0.01% of the 13F portfolio, value $876,329.

    13F-HR 0001193125-25-279802 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 93,910 shares
    Change vs previous 13F -32,691 shares

    <0.01% of the 13F portfolio, value $321,172.

    13F-HR 0000950123-25-008111 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 126,601 shares
    Change vs previous 13F +123,302 shares

    <0.01% of the 13F portfolio, value $393,729.

    13F-HR 0000950123-25-004922 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,299 shares
    Change vs previous 13F +1,380 shares

    <0.01% of the 13F portfolio, value $10,128.

    13F-HR 0000950123-25-002409 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,772.

    13F-HR 0000950123-24-011557 filed by UBS Group AG
    Filed (acceptance time not in the bulk data set), ingested

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