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Disclosery

UBS Group AG: LPLA position timeline

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

UBS Group AG held 1,118,286 LPLA 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 1,118,286 shares
    Change vs previous 13F -127,263 shares

    0.03% of the 13F portfolio, value $314,998,801.

    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: 578,032 shares
    • UBS Group AG: 540,254 shares

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

  2. period ended2026-03-31
    13F 1,245,549 shares
    Change vs previous 13F +234,870 shares

    0.04% of the 13F portfolio, value $374,698,506.

    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: 591,666 shares
    • UBS Group AG: 653,883 shares

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

  3. period ended2025-12-31
    13F 1,010,679 shares
    Change vs previous 13F +85,060 shares

    0.04% of the 13F portfolio, value $360,984,218.

    13F-HR 0000861177-26-000001 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: 581,924 shares
    • UBS Group AG: 428,755 shares

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

  4. period ended2025-09-30
    13F 925,619 shares
    Change vs previous 13F -34,686 shares

    0.03% of the 13F portfolio, value $307,944,187.

    13F-HR 0001193125-25-282311 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: 589,491 shares
    • UBS Group AG: 336,128 shares

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

  5. period ended2025-06-30
    13F 960,305 shares
    Change vs previous 13F +142,389 shares

    0.04% of the 13F portfolio, value $360,085,566.

    13F-HR 0000950123-25-008300 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: 729,209 shares
    • UBS Group AG: 231,096 shares

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

  6. period ended2025-03-31
    13F 817,916 shares
    Change vs previous 13F +50,101 shares

    0.03% of the 13F portfolio, value $267,573,039.

    13F-HR 0000950123-25-005812 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: 607,561 shares
    • UBS Group AG: 210,355 shares

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

  7. period ended2024-12-31
    13F 767,815 shares
    Change vs previous 13F -120,077 shares

    0.03% of the 13F portfolio, value $250,699,275.

    13F-HR 0000950123-25-002466 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: 581,645 shares
    • UBS Group AG: 186,170 shares

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

  8. period ended2024-09-30
    13F 887,892 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $206,550,317.

    13F-HR 0000950123-24-011473 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: 615,237 shares
    • UBS Group AG: 272,655 shares

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