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Equibles

UBS Group AG

Position in TREE — LendingTree, Inc.

CIK 1610520 ZURICH, V8
Back to TREE Full portfolio

Position in TREE

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,155,947
+$209,753 QoQ
Shares Held
48,678
+7.3% QoQ
Ownership
0.347%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#38
of 188 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in TREE Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UBS Group AG holds $1,489,678,673 across 22 Insurance Brokers names. TREE ranks #14 (0.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MRSH
Marsh & Mclennan Companies, Inc.
 3,603,522 $600,599,008
2 AON
Aon plc
 822,267 $272,737,738
3 AJG
Arthur J. Gallagher & Co.
 1,064,498 $244,376,803
4 BRO
Brown & Brown, Inc.
 1,691,851 $108,532,239
5 RYAN
Ryan Specialty Holdings, Inc.
 2,201,085 $83,112,967
6 WTW
Willis Towers Watson PLC
 277,095 $72,424,319
7 BWIN
Baldwin Insurance Group, Inc.
 1,641,349 $43,627,056
8 ERIE
Erie Indemnity Co
 120,677 $28,932,309

All Filings in TREE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,155,947 48,678
2026-03-31 $1,946,194 45,387
2025-12-31 $7,640,924 143,924
2025-09-30 $1,964,554 30,350
2025-06-30 $2,314,760 62,443
2025-03-31 $1,359,702 27,048
2024-12-31 $5,337,036 137,730
2024-09-30 $870,796 15,006
2024-06-30 $435,447 10,470
2024-03-31 $464,469 10,970
2023-12-31 $364,839 12,033
2023-09-30 $101,400 6,542
2023-06-30 $283,074 12,803
2023-03-31 $255,534 9,585
2022-12-31 $164,196 7,698
2022-09-30 $17,703 742
2022-06-30 $43,556 994
2022-03-31 $120,986 1,011
2021-12-31 $1,657,060 13,516
2021-09-30 $73,761,582 527,509
2021-06-30 $115,648,976 545,823
2021-03-31 $425,574 1,998
2020-12-31 $1,779,634 6,500
2020-09-30 $814,485 2,654
2020-06-30 $1,180,413 4,077
2020-03-31 $424,364 2,314