Position history for UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's holdings in LPL FINL HLDGS INC
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds 591,666 shares of LPLA (LPL FINL HLDGS INC), worth $178M as of 2026-Q1. The position was increased (+1.7% shares). LPLA represents 0.0% of UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC's portfolio.
Current Value
$178M
Current Shares
591,666
Total Value Change
-$5.1M
Total Shares Change
-63,785
Other major holders of LPLA: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 591,666 |
+1.7% |
| $178M |
| 0.0% |
| $306.22 |
31 |
| 2025-Q4 | Decreased | 581,924 | -1.3% | $207.8M | 0.0% | $359.75 | 0 |
| 2025-Q3 | Decreased | 589,491 | -19.2% | $196.1M | 0.0% | $340.33 | 0 |
| 2025-Q2 | Increased | 729,209 | +20.0% | $273.4M | 0.1% | $364.36 | 37 |
| 2025-Q1 | Increased | 607,561 | +4.5% | $198.8M | 0.1% | $336.08 | 32 |
| 2024-Q4 | Decreased | 581,645 | -5.5% | $189.9M | 0.0% | $325.88 | 0 |
| 2024-Q3 | Decreased | 615,237 | -6.1% | $143.1M | 0.0% | $229.86 | 0 |
| 2024-Q2 | Increased | 655,451 | +20.7% | $183.1M | 0.1% | $277.67 | 36 |