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
Download as csvQuarterly 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 |