AMERIPRISE FINANCIAL INC

Position in UWMC — UWM Holdings Corp

CIK 820027 MINNEAPOLIS, MN

Position in UWMC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$26,156,885

+$26,068,747 QoQ

Shares Held

11,422,221

+56662.0% QoQ

Ownership

0.712%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 289 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

AMERIPRISE FINANCIAL INC holds $99,506,046 across 4 Mortgage Finance names. UWMC ranks #3 (26.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFSI	PennyMac Financial Services, Inc.	397,792	$34,647,683
2	WD	Walker & Dunlop, Inc.	531,654	$29,081,473
3	UWMC	UWM Holdings Corp This page	11,422,221	$26,156,885
4	RKT	Rocket Companies, Inc.	610,794	$9,620,005

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,156,885	11,422,221	+56662.0%	Shares	Defined	2026-08-14
2025-12-31	$88,138	20,123	-30.3%	Shares	Defined	2026-02-17
2025-09-30	$175,787	28,865	+51.2%	Shares	Defined	2025-11-14
2025-06-30	$79,048	19,094	-24.7%	Shares	Defined	2025-08-14
2025-03-31	$138,405	25,349	-66.8%	Shares	Defined	2025-05-14
2024-12-31	$447,516	76,238	+449.7%	Shares	Defined	2025-02-14
2024-09-30	$118,155	13,868	+22.4%	Shares	Defined	2024-11-14
2024-06-30	$78,530	11,332	-84.4%	Shares	Defined	2024-08-14
2024-03-31	$528,999	72,865	+606.4%	Shares	Defined	2024-05-15
2023-12-31	$73,752	10,315	-75.1%	Shares	Defined	2024-02-14
2023-09-30	$201,042	41,452	+1.5%	Shares	Defined	2023-11-14
2023-06-30	$228,681	40,836	-4.3%	Shares	Defined	2023-08-14
2023-03-31	$209,450	42,658	+4.1%	Shares	Defined	2023-05-22
2022-12-31	$135,587	40,963	-17.2%	Shares	Defined	2023-02-14
2022-09-30	$144,929	49,464	-6.5%	Shares	Defined	2022-11-14
2022-06-30	$187,297	52,909	+14.3%	Shares	Defined	2022-08-15
2022-03-31	$209,706	46,293	-24.1%	Shares	Defined	2022-05-16
2021-12-31	$360,930	60,968	+23.7%	Shares	Defined	2022-02-14
2021-09-30	$342,544	49,287	+26.1%	Shares	Defined	2021-11-15
2021-06-30	$330,395	39,100	—	Shares	Defined	2021-08-16
No filing history on record for this holder in this stock.