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Equibles

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 Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,693,151
+$781,542 QoQ
Shares Held
97,086
0.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 319 holders
Holding Since
Sep 2020
4 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in IX Over Time

Shares Held

Position Value (USD)

Position in Financial Conglomerates

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $149,228,229 across 4 Financial Conglomerates names. IX ranks #3 (2.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VOYA
Voya Financial, Inc.
 1,526,728 $138,214,682
2 FRHC
Freedom Holding Corp.
 32,362 $4,222,266
3 IX
Orix Corp
This page 		97,086 $3,693,151
4 HTH
Hilltop Holdings Inc.
 79,890 $3,098,130

All Filings in IX

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,693,151 97,086
2026-03-31 $2,911,609 97,086
2025-12-31 $449,900 15,397
2020-09-30 $20,633,145 329,761