Skip to content
Disclosery

UBS Group AG: LULU position timeline

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

UBS Group AG held 1,750,542 LULU 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 1,750,542 shares
    Change vs previous 13F +452,282 shares

    0.02% of the 13F portfolio, value $199,876,889.

    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: 821,585 shares
    • UBS Group AG: 928,957 shares

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

  2. period ended2026-03-31
    13F 1,298,260 shares
    Change vs previous 13F -100,969 shares

    0.02% of the 13F portfolio, value $198,763,607.

    13F-HR 0000861177-26-000003 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: 816,684 shares
    • UBS Group AG: 481,576 shares

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

  3. period ended2025-12-31
    13F 1,399,229 shares
    Change vs previous 13F -614,560 shares

    0.03% of the 13F portfolio, value $290,773,778.

    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: 795,187 shares
    • UBS Group AG: 604,042 shares

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

  4. period ended2025-09-30
    13F 2,013,789 shares
    Change vs previous 13F +216,679 shares

    0.04% of the 13F portfolio, value $358,313,477.

    13F-HR 0001193125-25-279802 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: 902,041 shares
    • UBS Group AG: 1,111,748 shares

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

  5. period ended2025-06-30
    13F 1,797,110 shares
    Change vs previous 13F +369,294 shares

    0.04% of the 13F portfolio, value $426,957,394.

    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: 1,060,767 shares
    • UBS Group AG: 736,343 shares

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

  6. period ended2025-03-31
    13F 1,427,816 shares
    Change vs previous 13F +40,281 shares

    0.05% of the 13F portfolio, value $404,157,597.

    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: 929,530 shares
    • UBS Group AG: 498,286 shares

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

  7. period ended2024-12-31
    13F 1,387,535 shares
    Change vs previous 13F +23,133 shares

    0.06% of the 13F portfolio, value $530,607,261.

    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: 934,919 shares
    • UBS Group AG: 452,616 shares

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

  8. period ended2024-09-30
    13F 1,364,402 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $370,230,483.

    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: 845,375 shares
    • UBS Group AG: 519,027 shares

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