UBS Group
AOMR

UBS Group’s Angel Oak Mortgage REIT AOMR Stock Holding History

UBS Group’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
150,817
+55,478
+58% +$478K ﹤0.01% 5451
2026
Q1 		$784K Sell
95,339
-33,155
-26% -$288K ﹤0.01% 5742
2025
Q4 		$1.11M Buy
128,494
+73,086
+132% +$653K ﹤0.01% 5475
2025
Q3 		$519K Buy
55,408
+32,403
+141% +$310K ﹤0.01% 6064
2025
Q2 		$217K Sell
23,005
-51,156
-69% -$465K ﹤0.01% 6666
2025
Q1 		$707K Buy
74,161
+20,897
+39% +$208K ﹤0.01% 5580
2024
Q4 		$494K Buy
53,264
+27,715
+108% +$265K ﹤0.01% 5840
2024
Q3 		$266K Buy
25,549
+1,689
+7% +$19.5K ﹤0.01% 5662
2024
Q2 		$313K Sell
23,860
-12,863
-35% -$150K ﹤0.01% 5364
2024
Q1 		$394K Sell
36,723
-770
-2% -$8.15K ﹤0.01% 5374
2023
Q4 		$397K Sell
37,493
-2,470
-6% -$23.4K ﹤0.01% 5285
2023
Q3 		$341K Sell
39,963
-7,354
-16% -$66.7K ﹤0.01% 4955
2023
Q2 		$390K Buy
47,317
+2,134
+5% +$16.5K ﹤0.01% 5028
2023
Q1 		$330K Sell
45,183
-4,157
-8% -$30.7K ﹤0.01% 5003
2022
Q4 		$233K Sell
49,340
-11,796
-19% -$97.4K ﹤0.01% 5335
2022
Q3 		$732K Sell
61,136
-12,251
-17% -$173K ﹤0.01% 4008
2022
Q2 		$951K Sell
73,387
-11,738
-14% -$173K ﹤0.01% 3783
2022
Q1 		$1.4M Buy
85,125
+2,055
+2% +$34K ﹤0.01% 3773
2021
Q4 		$1.36M Sell
83,070
-69,787
-46% -$1.2M ﹤0.01% 4111
2021
Q3 		$2.59M Buy
152,857
+143,515
+1,536% +$2.55M ﹤0.01% 3351
2021
Q2 		$167K Buy
+9,342
New +$169K ﹤0.01% 5491

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's AOMR Position: Q2 2026 in Review

UBS Group increased its Angel Oak Mortgage REIT (AOMR) stake by 58% in Q2 2026, buying an estimated $478K and bringing the position to 150,817 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #5451.

UBS Group first reported a position in AOMR in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.59M in Q3 2021. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • UBS Group held 150,817 shares of Angel Oak Mortgage REIT worth $1.37M as of Q2 2026.
  • UBS Group bought 55,478 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $478K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5451 holding.
  • UBS Group first reported a position in Angel Oak Mortgage REIT in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Angel Oak Mortgage REIT position peaked at $2.59M in Q3 2021.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.