LAZ — LAZARD INC

Ownership history in UBS Group AG  ·  12 quarters on record

AI Ownership Summary

UBS Group AG reported LAZARD INC (LAZ) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q4. The latest visible filing shows LAZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LAZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in LAZARD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LAZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LAZ stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held LAZ — position size vs. price
% of Fund (quarterly)    LAZ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 12 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 332,333 +126,768 +61.7% 0.00% $16.1M 2026-02-14 (Est.) $52.31
2025 Q3 ADDED 205,565 +164,065 +395.3% 0.00% $10.8M 2025-11-13 $49.64
2025 Q3 ADDED 41,500 +37,400 +912.2% 0.00% $2.2M 2025-11-13 $49.64
2025 Q3 REDUCED 4,100 -285,115 -98.6% 0.00% $216K 2025-11-13 $49.64
2025 Q2 ADDED 289,215 +49,251 +20.5% 0.00% $13.9M 2025-08-14 $54.27
2025 Q1 ADDED 239,964 +230,164 +2348.6% 0.00% $10.4M 2025-05-13 $45.05
2025 Q1 REDUCED 9,800 -295,660 -96.8% 0.00% $424K 2025-05-13 $45.05
2024 Q4 ADDED 305,460 +280,460 +1121.8% 0.00% $15.7M 2025-02-14 $53.00
2024 Q4 REDUCED 25,000 -97,121 -79.5% 0.00% $1.3M 2025-02-14 $53.00
2024 Q3 REDUCED 122,121 -27,132 -18.2% 0.00% $6.2M 2024-11-14 $53.00
2024 Q2 REDUCED 149,253 -52,168 -25.9% 0.00% $5.7M 2024-08-14 $43.63
2024 Q1 INITIATED 201,421 — — 0.00% $8.4M 2024-05-13 $36.13

🏢 Other funds also holding LAZ

As of 2025 Q4 — sorted by position size

ARIEL INVESTMENTS, LLC 3Y 7Y 2.78% Ranger Investment Management, L.P. 3Y 7Y 1.94% ALGEBRIS (UK) LTD 3Y 7Y 1.91% Lesa Sroufe & Co 3Y 7Y 1.91% Buck Wealth Strategies, LLC 1.12% Penn Capital Management Company, LLC 3Y 7Y 1.02% Freemont Management S.A. 3Y 0.98% AMICA MUTUAL INSURANCE CO 3Y 7Y 0.8% GW HENSSLER & ASSOCIATES LTD 3Y 7Y 0.68% Mork Capital Management, LLC 3Y 7Y 0.66%

FAQ About UBS Group AG and LAZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning LAZ?

UBS Group AG reported LAZ across 12 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported LAZ position in UBS Group AG's portfolio?

The largest reported portfolio weight for LAZ was 0.00% in 2024 Q4.

What is the latest reported LAZ position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 332,333 shares, equal to 0.00% of portfolio, with an estimated market value of $16.1M.

What does the chart on this LAZ ownership page compare?

The chart compares UBS Group AG's quarterly LAZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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