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Ubs Group shares owned by Orca Wealth Management

Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Orca Wealth Management from 13F filings

Historical chart of Orca Wealth Management investment in Ubs Group

Tip: Access up to 7 years of quarterly data

All positions including Ubs Group held by Orca Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ubs Group by Orca Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 60k 41.00
2025-06-30 $2.1M 61k 33.82
2025-03-31 $1.8M 60k 30.63