Position in GHI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$98,635
-$100,719 QoQ
Shares Held
20,048
-30.7% QoQ
Ownership
0.085%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 18.525538707102953.ToString("F0")%
Shared 0.ToString("F0")%
None 81.47446129289705.ToString("F0")%
Common Shares in GHI 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. GHI ranks #9 (0.1% 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
|
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 GHI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $98,635 | 20,048 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $199,354 | 28,934 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $306,960 | 29,802 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $877,028 | 77,476 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,210,582 | 98,182 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,179,846 | 115,107 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,041,614 | 74,242 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $886,110 | 59,832 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $719,040 | 44,140 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $708,206 | 42,349 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $755,785 | 49,114 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $938,059 | 57,149 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,086,116 | 63,069 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,163,045 | 67,109 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $967,975 | 56,241 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,079,007 | 59,198 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||