UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in LNC — Lincoln National Corp
CIK 861177
NEW YORK, NY
Position in LNC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$15,953,663
-$2,017,072 QoQ
Shares Held
451,306
-10.8% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#56
of 614 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in LNC Over Time
Shares Held
Position Value (USD)
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,640,933,356 across 16 Insurance - Life names. LNC ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFL |
Aflac Inc
|
5,201,217 | $609,842,689 | |
| 2 | MET |
Metlife Inc
|
6,026,518 | $509,903,682 | |
| 3 | PRU |
Prudential Financial Inc
|
3,106,298 | $335,262,739 | |
| 4 | GL |
Globe Life Inc.
|
275,000 | $49,136,996 | |
| 5 | UNM |
Unum Group
|
508,944 | $45,499,589 | |
| 6 | PRI |
Primerica, Inc.
|
93,371 | $26,536,036 | |
| 7 | JXN |
Jackson Financial Inc.
|
183,291 | $18,767,162 | |
| 8 | LNC |
Lincoln National Corp
This page
|
451,306 | $15,953,663 |
All Filings in LNC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,953,663 | 451,306 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,970,735 | 506,218 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $21,826,330 | 490,149 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,945,560 | 494,559 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $27,978,661 | 808,632 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,383,489 | 623,322 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $18,832,595 | 593,901 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,993,747 | 539,313 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $17,020,155 | 547,272 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,736,874 | 336,263 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,102,884 | 337,519 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $8,381,165 | 339,456 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,682,125 | 375,859 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,445,547 | 375,859 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $21,190,804 | 689,805 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $33,533,666 | 763,691 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,768,284 | 679,245 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $49,199,537 | 752,747 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $50,883,729 | 745,440 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,381,277 | 776,455 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,294,832 | 784,450 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $47,461,815 | 762,194 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $36,053,098 | 716,619 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $20,865,334 | 665,986 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,330,878 | 661,345 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $37,117,250 | 1,410,230 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||