Orca Wealth Management
UBS icon

Orca Wealth Management’s UBS Group UBS Stock Holding History

Orca Wealth Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.85M Sell
59,317
-504
-0.8% -$26.5K 1.7% 18
2026
Q2 		$2.96M Buy
59,821
+21
+0% +$956 1.78% 18
2026
Q1 		$2.34M Sell
59,800
-338
-0.6% -$14.5K 1.66% 20
2025
Q4 		$2.87M Buy
60,138
+160
+0.3% +$6.46K 2.06% 16
2025
Q3 		$2.46M Sell
59,978
-1,135
-2% -$44.1K 1.86% 17
2025
Q2 		$2.07M Buy
61,113
+1,134
+2% +$35.1K 1.74% 19
2025
Q1 		$1.84M Sell
59,979
-229
-0.4% -$7.64K 1.64% 20
2024
Q4 		$1.83M Buy
+60,208
New +$1.91M 1.64% 21

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Orca Wealth Management's UBS Position: Q3 2026 in Review

Orca Wealth Management reduced its UBS Group (UBS) stake by 0.84% in Q3 2026, selling an estimated $26.5K and leaving 59,317 shares worth $2.85M. The position accounts for 1.7% of the portfolio, ranked #18.

Orca Wealth Management first reported a position in UBS in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q2 2026. 268 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Orca Wealth Management held 59,317 shares of UBS Group worth $2.85M as of Q3 2026.
  • Orca Wealth Management sold 504 UBS Group shares in Q3 2026, an estimated $26.5K.
  • UBS Group made up 1.7% of Orca Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Orca Wealth Management first reported a position in UBS Group in Q4 2024 and has held it in 8 quarters since.
  • Orca Wealth Management's UBS Group position peaked at $2.96M in Q2 2026.
  • 268 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.