Position in LDI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,817,225
-$851,158 QoQ
Shares Held
1,983,962
+12.0% QoQ
Ownership
0.587%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 99.91380883303208.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0861911669679157.ToString("F0")%
Common Shares in LDI 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. LDI ranks #5 (3.1% 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.
This page
|
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 LDI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,817,225 | 1,983,962 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,668,383 | 1,772,167 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,201,481 | 2,020,027 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $209,410 | 164,891 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $621,423 | 522,205 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $213,175 | 104,498 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,204 | 3,738 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,157 | 4,338 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,002 | 9,654 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $19,930 | 5,662 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $8,630 | 5,018 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $10,496 | 4,951 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,994 | 8,692 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $24,414 | 14,797 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $10,134 | 7,678 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $20,780 | 14,431 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $31,286 | 7,539 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,172 | 4,411 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,280 | 1,814 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $32,947 | 2,564 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $108,034 | 5,418 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||