UBS Group AG

Position in VEL — Velocity Financial, Inc.

CIK 1610520 ZURICH, V8

Position in VEL

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

Position Value

$493,010

+$177,666 QoQ

Shares Held

26,707

+53.2% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#39

of 100 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

UBS Group AG holds $111,406,318 across 13 Mortgage Finance names. VEL ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RKT	Rocket Companies, Inc.	5,857,191	$92,250,755
2	UWMC	UWM Holdings Corp	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. This page	26,707	$493,010

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$493,010	26,707	+53.2%	Shares	Defined	2026-08-13
2026-03-31	$315,344	17,432	-47.1%	Shares	Defined	2026-05-05
2025-12-31	$683,750	32,936	+54.3%	Shares	Defined	2026-01-29
2025-09-30	$387,306	21,351	+88.2%	Shares	Defined	2025-11-13
2025-06-30	$210,336	11,345	+170.1%	Shares	Defined	2025-08-14
2025-03-31	$78,582	4,200	-29.7%	Shares	Defined	2025-05-13
2024-12-31	$116,890	5,976	+32.0%	Shares	Sole	2025-02-14
2024-09-30	$88,754	4,526	+48.0%	Shares	Sole	2024-11-14
2024-06-30	$54,829	3,058	-65.0%	Shares	Sole	2024-08-14
2024-03-31	$157,464	8,748	-9.0%	Shares	Sole	2024-05-13
2023-12-31	$165,604	9,617	+98.6%	Shares	Sole	2024-02-09
2023-09-30	$54,714	4,842	-3.1%	Shares	Sole	2023-11-09
2023-06-30	$57,638	4,999	+0.4%	Shares	Sole	2023-08-11
2023-03-31	$44,977	4,981	+19.2%	Shares	Sole	2023-05-12
2022-12-31	$40,327	4,179	+653.0%	Shares	Sole	2023-02-08
2022-09-30	$6,016	555	-51.8%	Shares	Sole	2022-11-10
2022-06-30	$12,649	1,151	-50.3%	Shares	Sole	2022-08-10
2022-03-31	$25,358	2,318	-39.1%	Shares	Sole	2022-05-16
2021-12-31	$52,128	3,805	+165.5%	Shares	Sole	2022-02-14
2021-09-30	$18,858	1,433	+19.8%	Shares	Sole	2021-11-15
2021-06-30	$14,938	1,196	-47.5%	Shares	Sole	2021-08-13
2021-03-31	$20,205	2,278	-20.1%	Shares	Sole	2021-05-12
2020-09-30	$14,317	2,852	+134.3%	Shares	Sole	2020-11-12
2020-06-30	$4,807	1,217	-78.7%	Shares	Sole	2020-07-31
2020-03-31	$42,943	5,703	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.