Back to UBS Group AG UBS Group AG

LRCXLRCX
7 quarters

Position history for UBS Group AGUBS Group AG's holdings in LAM RESEARCH CORP

Yes. Ubs holds 7,688,281 shares of LRCX (Lam Research), worth $3.3B, as of its Q2 2026 13F filing. It increased the position by 1,161,848 shares (+17.8%) from Q1 2026. Ubs has held LRCX in every 13F on record since Q4 2024, 7 quarterly filings. LRCX is 0.4% of Ubs' reported 13F portfolio.

Current Value

$3.3B

Current Shares

7.7M

Total Value Change

+$2.6B

Total Shares Change

-2.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7.7M
+17.8%
$3.3B0.4%$432.87
45
2026-Q1
Decreased
6.5M
-16.1%
$1.4B0.2%$213.28
0
2025-Q4
Increased
7.8M
+4.8%
$1.3B0.2%$170.67
40
2025-Q3
Decreased
7.4M
-24.8%
$994.1M0.2%$133.28
0
2025-Q2
Decreased
9.9M
-5.4%
$961.3M0.2%$96.70
0
2025-Q1
Increased
10.4M
+5.0%
$759.1M0.1%$72.04
40
2024-Q4
New
9.9M
-
$718.3M0.1%$71.36
52

Other major holders of LRCX: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, STATE STREET CORP

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used