ORG Partners’s UBS Group UBS Stock Holding History

ORG Partners’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
2025 Q4	$6.25K	Hold	135	–	–	﹤0.01%	1154
2025 Q3	$5.54K	Hold	135	–	–	﹤0.01%	1113
2025 Q2	$4.56K	Buy	135 +75	+125%	+$2.32K	﹤0.01%	1068
2025 Q1	$1.82K	Buy	+60	New	+$2K	﹤0.01%	1093
2024 Q3	–	Sell	-181	Closed	-$5.42K	–	1373
2024 Q2	$5.42K	Buy	+181	New	+$5.38K	﹤0.01%	1373
2023 Q4	–	Sell	-85	Closed	-$2.1K	–	1348
2023 Q3	$2.1K	Sell	85 -131	-61%	-$3.06K	﹤0.01%	1072
2023 Q2	$4K	Buy	+216	New	+$4.34K	﹤0.01%	1108

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ORG Partners's UBS Position: Q4 2025 in Review

ORG Partners held its UBS Group (UBS) position steady in Q4 2025 at 135 shares worth $6.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

ORG Partners first reported a position in UBS in Q2 2023 and has held it in 7 quarters since. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

ORG Partners held 135 shares of UBS Group worth $6.25K as of Q4 2025.
ORG Partners left its UBS Group share count unchanged in Q4 2025.
UBS Group made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1154 holding.
ORG Partners first reported a position in UBS Group in Q2 2023 and has held it in 7 quarters since.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.