UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in RKT — Rocket Companies, Inc.

CIK 861177 NEW YORK, NY

Back to RKT Full portfolio

Position in RKT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$82,829,341

+$28,104,415 QoQ

Shares Held

5,259,006

+36.9% QoQ

Ownership

0.186%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#36

of 787 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 61% Shared 0% None 39%

Common Shares in RKT Over Time

Shares Held

Position Value (USD)

Position in Mortgage Finance

Financial Services · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $93,093,373 across 6 Mortgage Finance names. RKT ranks #1 (89.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc. This page	5,259,006	$82,829,341
2	PFSI	PennyMac Financial Services, Inc.	68,681	$5,982,113
3	WD	Walker & Dunlop, Inc.	66,046	$3,612,712
4	UWMC	UWM Holdings Corp	224,550	$514,217
5	VEL	Velocity Financial, Inc.	7,862	$145,132
6	ONIT	Onity Group Inc.	248	$9,858

All Filings in RKT

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,829,341	5,259,006	+36.9%	Shares	Defined	2026-08-13
2026-03-31	$54,724,926	3,840,346	+10.8%	Shares	Defined	2026-05-13
2025-12-31	$67,125,122	3,467,207	+1001.3%	Shares	Defined	2026-02-13
2025-09-30	$6,101,209	314,820	-89.9%	Shares	Sole	2025-11-14
2025-06-30	$44,375,467	3,129,441	+744.4%	Shares	Defined	2025-08-14
2025-03-31	$4,473,367	370,619	+12.2%	Shares	Defined	2025-05-19
2024-12-31	$3,719,095	330,293	+16.5%	Shares	Defined	2025-02-14
2024-09-30	$5,439,153	283,437	+2.8%	Shares	Defined	2024-11-14
2024-06-30	$3,775,896	275,613	+75.0%	Shares	Defined	2024-08-14
2024-03-31	$2,291,565	157,496	+35.1%	Shares	Defined	2024-05-15
2023-12-31	$1,688,033	116,577	+7.2%	Shares	Defined	2024-02-14
2023-09-30	$889,197	108,704	-1.0%	Shares	Defined	2023-11-13
2023-06-30	$983,447	109,760	0.0%	Shares	Defined	2023-08-11
2023-03-31	$994,423	109,760	-24.1%	Shares	Defined	2023-05-15
2022-12-31	$1,012,060	144,580	-16.3%	Shares	Defined	2023-02-14
2022-09-30	$1,091,967	172,780	-3.9%	Shares	Defined	2022-11-14
2022-06-30	$1,323,244	179,789	-3.3%	Shares	Defined	2022-08-12
2022-03-31	$2,067,418	185,919	-13.7%	Shares	Defined	2022-05-16
2021-12-31	$3,015,950	215,425	-3.3%	Shares	Defined	2022-02-14
2021-09-30	$3,573,710	222,800	-3.3%	Shares	Defined	2021-11-15
2021-06-30	$4,457,038	230,338	-69.9%	Shares	Defined	2021-08-16
2021-03-31	$17,670,012	765,267	+232.0%	Shares	Defined	2021-05-14
2020-12-31	$4,661,435	230,536	+548.0%	Shares	Defined	2021-03-01
2020-09-30	$709,068	35,578	—	Shares	Defined	2020-11-13
No filing history on record for this holder in this stock.