UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UWMC — UWM Holdings Corp
CIK 861177
NEW YORK, NY
Position in UWMC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$514,217
-$393,803 QoQ
Shares Held
224,550
-10.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $93,093,373 across 6 Mortgage Finance names. UWMC ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
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
This page
|
224,550 | $514,217 | |
| 5 | VEL |
Velocity Financial, Inc.
|
7,862 | $145,132 | |
| 6 | ONIT |
Onity Group Inc.
|
248 | $9,858 |
All Filings in UWMC
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,217 | 224,550 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $908,020 | 250,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,098,655 | 250,835 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,520,079 | 249,603 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,984,804 | 479,422 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,464,686 | 268,258 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,156,665 | 197,047 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,444,274 | 169,516 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,332,165 | 192,232 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $901,276 | 124,143 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $809,035 | 113,152 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $493,811 | 101,817 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $503,048 | 89,830 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $441,064 | 89,830 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $297,336 | 89,830 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $284,038 | 96,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,173 | 96,942 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $439,145 | 96,942 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $530,241 | 89,568 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $672,828 | 96,810 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $818,044 | 96,810 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||