UBS Group AG

Position in LNC — Lincoln National Corp

CIK 1610520 ZURICH, V8

Back to LNC Full portfolio

Position in LNC

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$51,640,322

-$17,776,647 QoQ

Shares Held

1,454,657

-6.7% QoQ

Ownership

0.761%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 50.0528990683027.ToString("F0")% Shared 0.ToString("F0")% None 49.9471009316973.ToString("F0")%

Common Shares in LNC Over Time

Shares Held

Position Value (USD)

Derivatives in LNC

reported options exposure · as of Mar 31, 2026

CallValue

$2,932,300

CallShares

82,600

PutValue

$4,114,450

PutShares

115,900

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 Mar 31, 2026

UBS Group AG holds $1,257,452,946 across 18 Insurance - Life names. LNC ranks #7 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	2,698,310	$296,031,589
2	MET	Metlife Inc	3,605,168	$254,957,478
3	BHF	Brighthouse Financial, Inc.	3,734,476	$223,620,422
4	PRU	Prudential Financial Inc	2,023,799	$197,704,922
5	MFC	Manulife Financial Corp	2,552,877	$87,921,081
6	UNM	Unum Group	811,472	$59,261,799
7	LNC	Lincoln National Corp This page	1,454,657	$51,640,322
8	GL	Globe Life Inc.	241,395	$33,594,941

All Filings in LNC

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$51,640,322	1,454,657	+1155.1%	Shares	Defined	2026-05-05
2026-03-31	$4,114,450	115,900	+40.3%	Put	Defined	2026-05-05
2026-03-31	$2,932,300	82,600	-67.7%	Call	Defined	2026-05-05
2025-12-31	$11,404,133	256,100	-83.6%	Put	Defined	2026-01-29
2025-12-31	$69,416,969	1,558,881	+1885.8%	Shares	Defined	2026-01-29
2025-12-31	$3,495,605	78,500	0.0%	Call	Defined	2026-01-29
2025-09-30	$3,165,905	78,500	-95.5%	Call	Defined	2025-11-13
2025-09-30	$70,910,583	1,758,259	+712.5%	Shares	Defined	2025-11-13
2025-09-30	$8,727,412	216,400	+2785.3%	Put	Defined	2025-11-13
2025-06-30	$259,500	7,500	-99.5%	Call	Defined	2025-08-14
2025-06-30	$47,597,835	1,375,660	+532.5%	Shares	Defined	2025-08-14
2025-06-30	$7,525,500	217,500	+2800.0%	Put	Defined	2025-08-14
2025-03-31	$269,325	7,500	0.0%	Put	Defined	2025-05-13
2025-03-31	$269,325	7,500	-99.6%	Call	Defined	2025-05-13
2025-03-31	$61,839,388	1,722,066	+52.1%	Shares	Defined	2025-05-13
2024-12-31	$35,911,732	1,132,505	+36.4%	Shares	Defined	2025-02-14
2024-09-30	$26,171,007	830,562	-16.3%	Shares	Defined	2024-11-14
2024-06-30	$30,864,913	992,441	+35.2%	Shares	Defined	2024-08-14
2024-03-31	$23,441,600	734,156	+878.9%	Shares	Defined	2024-05-13
2024-03-31	$2,394,750	75,000	-90.6%	Call	Defined	2024-05-13
2023-12-31	$21,593,232	800,639	+700.6%	Shares	Defined	2024-02-09
2023-12-31	$2,697,000	100,000	0.0%	Call	Defined	2024-02-09
2023-09-30	$2,469,000	100,000	-85.6%	Call	Defined	2023-11-09
2023-09-30	$17,139,846	694,202	-23.6%	Shares	Defined	2023-11-09
2023-06-30	$23,407,080	908,660	+404.8%	Shares	Defined	2023-08-11
2023-06-30	$4,636,800	180,000	+5.9%	Call	Defined	2023-08-11
2023-03-31	$3,819,900	170,000	+6.2%	Put	Defined	2023-05-12
2023-03-31	$3,595,200	160,000	-80.2%	Call	Defined	2023-05-12
2023-03-31	$18,125,873	806,670	+293.5%	Shares	Defined	2023-05-12
2022-12-31	$6,297,600	205,000	-67.6%	Put	Defined	2023-02-08
2022-12-31	$19,463,207	633,568	+503.4%	Shares	Defined	2023-02-08
2022-12-31	$3,225,600	105,000	-32.3%	Call	Defined	2023-02-08
2022-09-30	$6,806,050	155,000	-75.3%	Put	Defined	2022-11-10
2022-09-30	$27,609,553	628,776	+2415.1%	Shares	Defined	2022-11-10
2022-09-30	$1,097,750	25,000	-88.4%	Call	Defined	2022-11-10
2022-06-30	$10,097,643	215,900	-66.8%	Put	Defined	2022-08-10
2022-06-30	$30,414,717	650,304	+519.3%	Shares	Defined	2022-08-10
2022-03-31	$6,862,800	105,000	-81.9%	Put	Defined	2022-05-16
2022-03-31	$37,923,832	580,230	+452.6%	Shares	Defined	2022-05-16
2021-12-31	$7,167,300	105,000	-83.3%	Put	Defined	2022-02-14
2021-12-31	$42,829,667	627,449	+2048.8%	Shares	Defined	2022-02-14
2021-09-30	$2,007,500	29,200	-72.2%	Call	Defined	2021-11-15
2021-09-30	$7,232,500	105,200	-85.1%	Put	Defined	2021-11-15
2021-09-30	$48,455,548	704,808	+1466.2%	Shares	Defined	2021-11-15
2021-06-30	$2,827,800	45,000	-92.9%	Put	Defined	2021-08-13
2021-06-30	$40,073,694	637,710	-23.9%	Shares	Defined	2021-08-13
2021-03-31	$52,162,394	837,681	+1761.5%	Shares	Defined	2021-05-12
2021-03-31	$2,802,150	45,000	-93.5%	Put	Defined	2021-05-12
2020-12-31	$34,629,931	688,331	-9.8%	Shares	Defined	2021-02-11
2020-09-30	$23,920,986	763,517	—	Shares	Defined	2020-11-12
No filing history on record for this holder in this stock.