Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,774,741
-$2,467,838 QoQ
Shares Held
2,085,040
+4.2% QoQ
Ownership
0.130%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 291 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026UBS Group AG holds $111,406,318 across 13 Mortgage Finance names. UWMC ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
5,857,191 | $92,250,755 | |
| 2 | UWMC |
UWM Holdings Corp
This page
|
2,085,040 | $4,774,741 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
53,817 | $4,687,459 | |
| 4 | BETR |
Better Home & Finance Holding Co
|
127,263 | $3,499,732 | |
| 5 | ONIT |
Onity Group Inc.
|
61,129 | $2,429,877 | |
| 6 | WD |
Walker & Dunlop, Inc.
|
33,840 | $1,851,046 | |
| 7 | LDI |
loanDepot, Inc.
|
1,025,168 | $1,281,459 | |
| 8 | VEL |
Velocity Financial, Inc.
|
26,707 | $493,010 |
All Filings in UWMC
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,774,741 | 2,085,040 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,242,579 | 2,000,713 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $14,661,173 | 3,347,300 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $10,514,335 | 1,726,492 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,290,333 | 2,002,496 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,199,652 | 586,017 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,875,141 | 1,000,876 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,365,909 | 160,318 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,586,969 | 229,000 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,477,866 | 341,304 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,087,284 | 291,928 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $893,058 | 184,136 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $819,189 | 146,284 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $616,935 | 125,649 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $337,211 | 101,877 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $916,060 | 312,649 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $985,942 | 278,515 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $442,607 | 97,706 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,145,205 | 193,447 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,781,160 | 544,052 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,121,872 | 724,482 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,208,349 | 152,377 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 GHIV | — | 29,268 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||