OWM
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
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Orca Wealth Management's UBS Position: Q2 2026 in Review

Orca Wealth Management increased its UBS Group (UBS) stake by 0.04% in Q2 2026, buying an estimated $956 and bringing the position to 59,821 shares worth $2.96M. The position accounts for 1.78% of the portfolio, ranked #18.

Orca Wealth Management first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 285 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Orca Wealth Management held 59,821 shares of UBS Group worth $2.96M as of Q2 2026.
  • Orca Wealth Management bought 21 UBS Group shares in Q2 2026, an estimated $956.
  • UBS Group made up 1.78% of Orca Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Orca Wealth Management first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 285 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Orca Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.