Lpl Financial Holdings shares owned by UBS Group
Quarter-by-quarter ownership of Lpl Financial Holdings (LPLA) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Lpl Financial Holdings
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All positions including Lpl Financial Holdings held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Lpl Financial Holdings by UBS Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $112M | 336k | 332.69 |
| 2025-06-30 | $87M | 231k | 374.97 |
| 2025-03-31 | $69M | 211k | 327.14 |
| 2024-12-31 | $61M | 186k | 326.51 |
| 2024-09-30 | $63M | 273k | 232.63 |
| 2024-06-30 | $34M | 121k | 279.30 |
| 2024-03-31 | $20M | 75k | 264.20 |
| 2023-12-31 | $12M | 53k | 227.61 |
| 2023-09-30 | $28M | 118k | 237.65 |
| 2023-06-30 | $20M | 91k | 217.43 |
| 2023-03-31 | $9.2M | 45k | 202.40 |
| 2022-12-31 | $10M | 48k | 216.17 |
| 2022-09-30 | $16M | 73k | 218.42 |
| 2022-06-30 | $3.7M | 20k | 184.41 |
| 2022-03-31 | $13M | 69k | 182.76 |
| 2021-12-31 | $7.9M | 49k | 160.16 |
| 2021-09-30 | $7.7M | 49k | 156.82 |
| 2021-06-30 | $7.8M | 57k | 135.02 |
| 2021-03-31 | $6.7M | 47k | 142.16 |
| 2020-12-31 | $4.3M | 41k | 104.10 |
| 2020-09-30 | $3.0M | 39k | 76.58 |
| 2020-06-30 | $1.6M | 21k | 78.41 |
| 2020-03-31 | $996k | 18k | 54.40 |
| 2019-12-31 | $3.3M | 36k | 92.30 |
| 2019-09-30 | $2.8M | 34k | 81.89 |
| 2019-06-30 | $3.9M | 47k | 81.56 |
| 2019-03-31 | $3.3M | 47k | 69.58 |
| 2018-12-31 | $1.6M | 26k | 61.03 |
| 2018-09-30 | $1.4M | 21k | 64.57 |
| 2018-06-30 | $2.0M | 31k | 65.55 |
| 2018-03-31 | $2.8M | 47k | 61.04 |
| 2017-12-31 | $2.4M | 41k | 57.23 |
| 2017-09-30 | $1.7M | 32k | 51.58 |
| 2017-06-30 | $1.2M | 28k | 42.46 |
| 2017-03-31 | $332k | 8.3k | 39.78 |
| 2016-12-31 | $93k | 2.6k | 35.26 |
| 2016-09-30 | $52k | 1.7k | 29.99 |
| 2016-06-30 | $1.2M | 53k | 22.63 |
| 2016-03-31 | $1.5M | 60k | 25.00 |
| 2015-12-31 | $490k | 12k | 42.67 |
| 2015-09-30 | $418k | 10k | 40.00 |
| 2015-03-31 | $318k | 7.3k | 43.57 |