Position in IX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,993,495
+$1,211,453 QoQ
Shares Held
66,472
+148.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in IX Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Mar 31, 2026UBS Group AG holds $35,896,320 across 6 Financial Conglomerates names. IX ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VOYA |
Voya Financial, Inc.
|
263,884 | $18,028,554 | |
| 2 | FRHC |
Freedom Holding Corp.
|
50,521 | $7,319,481 | |
| 3 | HTH |
Hilltop Holdings Inc.
|
180,842 | $6,477,759 | |
| 4 | IX |
Orix Corp
This page
|
66,472 | $1,993,495 | |
| 5 | TREE |
LendingTree, Inc.
|
45,387 | $1,946,194 | |
| 6 | RILY |
BRC Group Holdings, Inc.
|
17,874 | $130,837 |
All Filings in IX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,993,495 | 66,472 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $782,042 | 26,764 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $395,822 | 15,154 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $264,744 | 11,756 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $231,461 | 11,080 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $341,210 | 3,212 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $638,158 | 5,499 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $248,755 | 2,235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $347,019 | 3,149 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $276,153 | 2,957 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $257,418 | 2,742 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $297,070 | 3,257 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $234,830 | 2,861 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $380,617 | 4,727 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $251,090 | 3,553 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $325,951 | 3,873 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $464,801 | 4,655 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $369,461 | 3,630 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $255,865 | 2,707 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $238,741 | 2,820 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $226,050 | 2,666 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $436,991 | 5,651 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $357,899 | 5,720 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $527,110 | 8,557 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $610,737 | 10,334 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||