UBS Group AG ORIS — ORIENTAL RISE HLDGS LTD

Ownership history in UBS Group AG  ·  4 quarters on record

AI Ownership Summary

UBS Group AG reported ORIENTAL RISE HLDGS LTD (ORIS) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows ORIS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ORIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in ORIENTAL RISE HLDGS LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ORIS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ORIS stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held ORIS — position size vs. price
% of Fund (quarterly)    ORIS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 1,013,492 +1,007,686 +17355.9% 0.00% $190K 2025-11-13 $2.46
2025 Q2 REDUCED 30.5% -63.0% ✅ 5,806 -2,545 -30.5% 0.00% $3K 2025-08-14 $2.08
2025 Q1 REDUCED 78.9% -55.8% ✅ 8,351 -31,162 -78.9% 0.00% $10K 2025-05-13 $26.60
2024 Q4 INITIATED — — — 39,513 — — 0.00% $60K 2025-02-14 $22.00

🏢 Other funds also holding ORIS

As of 2025 Q3 — sorted by position size

TWO SIGMA SECURITIES, LLC 3Y 7Y 0.01% XTX Topco Ltd 3Y 0.0% Virtu Financial LLC 3Y 7Y 0.0% Capstone Financial Advisors, Inc. 3Y 7Y 0.0% Vanguard Personalized Indexing Management, LLC 3Y 0.0% Summit Financial, LLC 3Y 7Y 0.0% TWO SIGMA INVESTMENTS, LP 3Y 7Y 0.0% BARCLAYS PLC 3Y 7Y 0.0% BANK OF AMERICA CORP /DE/ 3Y 7Y 0.0%

FAQ About UBS Group AG and ORIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning ORIS?

UBS Group AG reported ORIS across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported ORIS position in UBS Group AG's portfolio?

The largest reported portfolio weight for ORIS was 0.00% in 2025 Q3.

What is the latest reported ORIS position on this page?

The most recent filing on this page is 2025 Q3, when UBS Group AG reported 1,013,492 shares, equal to 0.00% of portfolio, with an estimated market value of $190K.

What does the chart on this ORIS ownership page compare?

The chart compares UBS Group AG's quarterly ORIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their ORIS position?

Based on 13F filing dates vs. subsequent ORIS price moves, UBS Group AG correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ORIS relative to SPY over the holding period was -95.4%.

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