Orca Wealth Management, LLC Ubs Group Ag Transaction History
Orca Wealth Management, LLC
- $119 Billion
- Q2 2025
A detailed history of Orca Wealth Management, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Orca Wealth Management, LLC holds 61,113 shares of UBS stock, worth $2.42 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
61,113
Previous 59,979
1.89%
Holding current value
$2.42 Million
Previous $1.84 Billion
12.5%
% of portfolio
1.74%
Previous 1.64%
Shares
3 transactions
Others Institutions Holding UBS
# of Institutions
681Shares Held
1.32BCall Options Held
28.7MPut Options Held
48.8M-
Ubs Group Ag147MShares$5.82 Billion0.86% of portfolio
-
Vanguard Group Inc Valley Forge, PA131MShares$5.2 Billion0.08% of portfolio
-
Credit Suisse Ag Zurich, V895.4MShares$3.77 Billion2.9% of portfolio
-
Ubs Asset Management Americas Inc Chicago, IL74.9MShares$2.96 Billion0.61% of portfolio
-
Dodge & Cox San Francisco, CA72.6MShares$2.87 Billion1.36% of portfolio
About UBS Group AG
- Ticker UBS
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,182,350,080
- Market Cap $126B
- Description
- UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...