Position in BETR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$10,755,885
+$8,071,001 QoQ
Shares Held
301,962
+266.4% QoQ
Ownership
1.60%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026UBS Group AG holds $90,717,460 across 12 Mortgage Finance names. BETR ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
3,459,252 | $49,294,339 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
183,736 | $16,058,525 | |
| 3 | BETR |
Better Home & Finance Holding Co
This page
|
301,962 | $10,755,885 | |
| 4 | UWMC |
UWM Holdings Corp
|
2,000,713 | $7,242,579 | |
| 5 | LDI |
loanDepot, Inc.
|
1,983,962 | $2,817,225 | |
| 6 | ONIT |
Onity Group Inc.
|
64,089 | $2,516,774 | |
| 7 | WD |
Walker & Dunlop, Inc.
|
35,345 | $1,568,609 | |
| 8 | VEL |
Velocity Financial, Inc.
|
17,432 | $315,344 |
All Filings in BETR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,755,885 | 301,962 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,684,884 | 82,409 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,090,675 | 55,053 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $299,639 | 24,184 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $150,113 | 13,753 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $141,694 | 15,885 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||