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Equibles

UBS Group AG

Position in LNC — Lincoln National Corp

CIK 1610520 ZURICH, V8
Back to LNC Full portfolio

Position in LNC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$42,126,204
-$9,514,118 QoQ
Shares Held
1,191,689
-18.1% QoQ
Ownership
0.622%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#31
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 37% Shared 0% None 63%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Derivatives in LNC

reported options exposure · as of Jun 30, 2026
CallValue
$1,771,035
CallShares
50,100
PutValue
$3,535
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Life

Financial Services · as of Jun 30, 2026

UBS Group AG holds $1,299,180,162 across 18 Insurance - Life names. LNC ranks #8 (3.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BHF
Brighthouse Financial, Inc.
 4,200,939 $265,919,437
2 MET
Metlife Inc
 2,440,347 $206,477,755
3 PRU
Prudential Financial Inc
 1,860,121 $200,762,857
4 AFL
Aflac Inc
 1,528,766 $179,247,812
5 MFC
Manulife Financial Corp
 3,840,935 $155,596,273
6 UNM
Unum Group
 1,109,567 $99,195,289
7 GL
Globe Life Inc.
 356,369 $63,676,012
8 LNC
Lincoln National Corp
This page 		1,191,689 $42,126,204

All Filings in LNC

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,126,204 1,191,689
2026-06-30 $3,535 100
2026-06-30 $1,771,035 50,100
2026-03-31 $51,640,322 1,454,657
2026-03-31 $4,114,450 115,900
2026-03-31 $2,932,300 82,600
2025-12-31 $11,404,133 256,100
2025-12-31 $69,416,969 1,558,881
2025-12-31 $3,495,605 78,500
2025-09-30 $3,165,905 78,500
2025-09-30 $70,910,583 1,758,259
2025-09-30 $8,727,412 216,400
2025-06-30 $259,500 7,500
2025-06-30 $47,597,835 1,375,660
2025-06-30 $7,525,500 217,500
2025-03-31 $269,325 7,500
2025-03-31 $269,325 7,500
2025-03-31 $61,839,388 1,722,066
2024-12-31 $35,911,732 1,132,505
2024-09-30 $26,171,007 830,562
2024-06-30 $30,864,913 992,441
2024-03-31 $23,441,600 734,156
2024-03-31 $2,394,750 75,000
2023-12-31 $21,593,232 800,639
2023-12-31 $2,697,000 100,000
2023-09-30 $2,469,000 100,000
2023-09-30 $17,139,846 694,202
2023-06-30 $23,407,080 908,660
2023-06-30 $4,636,800 180,000
2023-03-31 $3,819,900 170,000
2023-03-31 $3,595,200 160,000
2023-03-31 $18,125,873 806,670
2022-12-31 $6,297,600 205,000
2022-12-31 $19,463,207 633,568
2022-12-31 $3,225,600 105,000
2022-09-30 $6,806,050 155,000
2022-09-30 $27,609,553 628,776
2022-09-30 $1,097,750 25,000
2022-06-30 $10,097,643 215,900
2022-06-30 $30,414,717 650,304
2022-03-31 $6,862,800 105,000
2022-03-31 $37,923,832 580,230
2021-12-31 $7,167,300 105,000
2021-12-31 $42,829,667 627,449
2021-09-30 $2,007,500 29,200
2021-09-30 $7,232,500 105,200
2021-09-30 $48,455,548 704,808
2021-06-30 $2,827,800 45,000
2021-06-30 $40,073,694 637,710
2021-03-31 $52,162,394 837,681

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