UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in IX — Orix Corp

CIK 861177 NEW YORK, NY

Back to IX Full portfolio

Position in IX

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$2,911,609

+$2,461,709 QoQ

Shares Held

97,086

+530.6% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

3 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $123,036,918 across 5 Financial Conglomerates names. IX ranks #3 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VOYA	Voya Financial, Inc.	1,629,858	$111,351,894
2	FRHC	Freedom Holding Corp.	35,488	$5,141,496
3	IX	Orix Corp This page	97,086	$2,911,609
4	HTH	Hilltop Holdings Inc.	79,937	$2,863,339
5	TREE	LendingTree, Inc.	17,924	$768,580

All Filings in IX

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,911,609	97,086	+530.6%	Shares	Defined	2026-05-13
2025-12-31	$449,900	15,397	-95.3%	Shares	Defined	2026-02-13
2020-09-30	$20,633,145	329,761	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.