Orion Porfolio Solutions, LLC

Position in UBS — UBS Group AG

CIK 1360533 OMAHA, NE

Position in UBS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,470,723

+$2,906,293 QoQ

Shares Held

150,741

+29.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#173

of 758 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Financial Services · as of Jun 30, 2026

Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. UBS ranks #7 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	198,839	$65,085,969
2	WFC	Wells Fargo & Company/Mn	261,737	$21,629,945
3	BAC	Bank Of America Corp /De/	353,557	$20,145,677
4	C	Citigroup Inc	89,208	$12,485,551
5	SAN	Banco Santander, S.A.	682,907	$9,424,116
6	HSBC	Hsbc Holdings PLC	87,615	$8,331,310
7	UBS	UBS Group AG This page	150,741	$7,470,723
8	RY	Royal Bank Of Canada	30,797	$6,374,055

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,470,723	150,741	+29.0%	Shares	Sole	2026-08-14
2026-03-31	$4,564,430	116,827	-3.2%	Shares	Sole	2026-05-13
2025-12-31	$5,587,857	120,662	+15.1%	Shares	Sole	2026-02-12
2025-09-30	$4,297,579	104,819	+9.4%	Shares	Sole	2025-11-12
2025-06-30	$3,241,714	95,852	-11.7%	Shares	Sole	2025-08-27
2025-03-31	$3,324,610	108,541	-20.1%	Shares	Sole	2025-08-01
2024-12-31	$4,116,637	135,773	-0.1%	Shares	Sole	2025-08-01
2024-09-30	$4,201,843	135,938	+1.7%	Shares	Sole	2025-07-31
2024-06-30	$3,947,282	133,625	+1.8%	Shares	Sole	2025-07-31
2024-03-31	$4,032,122	131,254	+0.1%	Shares	Sole	2025-07-31
2023-12-31	$4,052,133	131,137	-10.7%	Shares	Sole	2025-07-31
2023-09-30	$3,619,310	146,828	+26.0%	Shares	Sole	2025-07-31
2023-06-30	$2,361,211	116,488	-15.6%	Shares	Sole	2025-07-31
2023-03-31	$2,945,645	138,034	-15.6%	Shares	Sole	2025-07-31
2022-12-31	$3,051,630	163,451	-9.5%	Shares	Sole	2023-02-06
2022-09-30	$2,621,376	180,660	-0.7%	Shares	Sole	2022-11-01
2022-06-30	$2,951,147	181,945	+3.9%	Shares	Sole	2022-07-18
2022-03-31	$3,422,548	175,156	-4.6%	Shares	Sole	2022-05-16
2021-12-31	$3,279,270	183,507	-2.4%	Shares	Sole	2022-02-08
2021-09-30	$2,996,066	187,959	0.0%	Shares	Sole	2021-11-08
2021-06-30	$2,883,291	187,959	+30.8%	Shares	Sole	2021-08-03
2021-03-31	$2,231,987	143,721	+634.5%	Shares	Sole	2021-05-12
2020-12-31	$276,495	19,568	-86.6%	Shares	Sole	2021-02-16
2020-09-30	$1,626,796	145,901	—	Shares	Sole	2020-12-03
No filing history on record for this holder in this stock.