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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in LAZ — Lazard, Inc.

CIK 861177 NEW YORK, NY
Back to LAZ Full portfolio

Position in LAZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$11,233,374
-$149,861 QoQ
Shares Held
267,844
-0.0% QoQ
Ownership
0.240%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 343 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in LAZ Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,121,746,996 across 38 Capital Markets names. LAZ ranks #20 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 2,346,727 $2,373,409,281
2 MS
Morgan Stanley
 11,206,144 $2,342,532,336
3 SCHW
Schwab Charles Corp
 11,843,766 $1,092,824,283
4 HOOD
Robinhood Markets, Inc.
 3,938,383 $394,941,042
5 IBKR
Interactive Brokers Group, Inc.
 1,938,409 $168,719,114
6 LPLA
LPL Financial Holdings Inc.
 578,032 $162,820,049
7 FUTU
Futu Holdings Ltd
 1,715,691 $160,828,870
8 TW
Tradeweb Markets Inc.
 753,188 $75,062,709

All Filings in LAZ

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $11,233,374 267,844
2026-03-31 $11,383,235 267,967
2025-12-31 $12,759,040 262,748
2025-09-30 $16,585,055 314,230
2025-06-30 $21,796,781 454,289
2025-03-31 $10,317,866 238,288
2024-12-31 $11,317,565 219,844
2024-09-30 $8,609,336 170,888
2024-06-30 $6,854,490 179,531
2024-03-31 $2,449,939 58,513
2023-12-31 $3,211,761 92,292