Orion Portfolio Solutions’s UBS Group UBS Stock Holding History

Orion Portfolio Solutions’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 Q1	$3.32M	Sell	108,541 -27,232	-20%	-$908K	0.03%	487
2024 Q4	$4.12M	Sell	135,773 -165	-0.1%	-$5.23K	0.04%	385
2024 Q3	$4.2M	Buy	135,938 +2,313	+2%	+$69.5K	0.04%	388
2024 Q2	$3.95M	Buy	133,625 +2,371	+2%	+$70.5K	0.04%	381
2024 Q1	$4.03M	Buy	131,254 +117	+0.1%	+$3.46K	0.04%	378
2023 Q4	$3.98M	Sell	131,137 -15,691	-11%	-$413K	0.05%	361
2023 Q3	$3.62M	Buy	146,828 +30,340	+26%	+$709K	0.04%	382
2023 Q2	$2.36M	Sell	116,488 -21,546	-16%	-$433K	0.03%	577
2023 Q1	$2.95M	Buy	+138,034	New	+$2.88M	0.04%	435
2020 Q1	–	Sell	-23	Closed	–	–	2321
2019 Q4	$0	Buy	+23	New	+$274	﹤0.01%	1956

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

CCI

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

Orion Portfolio Solutions's UBS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its UBS Group (UBS) stake by 20% in Q1 2025, selling an estimated $908K and leaving 108,541 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #487.

Orion Portfolio Solutions first reported a position in UBS in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.2M in Q3 2024. 585 funds tracked by Wall St. Rank hold UBS as of Q1 2025.

Orion Portfolio Solutions held 108,541 shares of UBS Group worth $3.32M as of Q1 2025.
Orion Portfolio Solutions sold 27,232 UBS Group shares in Q1 2025, an estimated $908K.
UBS Group made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #487 holding.
Orion Portfolio Solutions first reported a position in UBS Group in Q4 2019 and has held it in 10 quarters since.
Orion Portfolio Solutions's UBS Group position peaked at $4.2M in Q3 2024.
585 funds tracked by Wall St. Rank held UBS Group as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.