LLY — LILLY ELI & CO

Ownership history in UBS Group AG · 123 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

0.69% (2024 Q3)

Avg. % of fund

0.08%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

123

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	3,563,920	+3,231,136	+970.9%	0.62%	$3.83B	$1072.89
2025 Q4	ADDED	332,784	+93,648	+39.2%	0.06%	$357.6M	$1072.89
2025 Q4	REDUCED	239,136	-3,731,109	-94.0%	0.04%	$257.0M	$1072.89
2025 Q3	ADDED	3,970,245	+3,575,851	+906.7%	0.47%	$3.03B	$760.61

% of Fund (quarterly) LLY price (monthly, adj. close)

Other funds also holding LLY

As of 2025 Q4 — sorted by position size

LILLY ENDOWMENT INC 3Y 7Y 100.0% Private Capital Advisors, Inc. 3Y 7Y 46.91% XR Securities LLC 3Y 7Y 41.84% Bedel Financial Consulting, Inc. 3Y 7Y 37.93% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 30.13% Goelzer Investment Management, Inc. 3Y 7Y 27.06% Holistic Financial Partners 3Y 7Y 26.45% Cascade Financial Partners, LLC 25.78% SAPIENT CAPITAL LLC 22.72% WEATHERLY ASSET MANAGEMENT L. P. 3Y 7Y 22.67%

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