UBS Group’s Better Home & Finance Holding BETR Stock Holding History

UBS Group’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.5M	Sell	127,263 -174,699	-58%	-$5.65M	﹤0.01%	4536
2026 Q1	$10.8M	Buy	301,962 +219,553	+266%	+$7.04M	﹤0.01%	3244
2025 Q4	$2.68M	Buy	82,409 +27,356	+50%	+$1.48M	﹤0.01%	4682
2025 Q3	$3.09M	Buy	55,053 +30,869	+128%	+$686K	﹤0.01%	4525
2025 Q2	$300K	Buy	24,184 +10,431	+76%	+$135K	﹤0.01%	6441
2025 Q1	$150K	Sell	13,753 -2,132	-13%	-$23.1K	﹤0.01%	6739
2024 Q4	$142K	Buy	+15,885	New	+$218K	﹤0.01%	6663
2024 Q2	–	Sell	-264	Closed	-$6.56K	–	9523
2024 Q1	$6.56K	Buy	264 +57	+28%	+$1.6K	﹤0.01%	7449
2023 Q4	$8.45K	Buy	207 +99	+92%	+$2.37K	﹤0.01%	7553
2023 Q3	$2.59K	Buy	+108	New	+$82.7K	﹤0.01%	7677
2023 Q2	–	Sell	-65	Closed	-$33K	–	8925
2023 Q1	$33K	Buy	65 +32	+97%	+$16.3K	﹤0.01%	6728
2022 Q4	$16.8K	Hold	33	–	–	﹤0.01%	7876
2022 Q3	$16K	Hold	33	–	–	﹤0.01%	7671
2022 Q2	$16K	Sell	33 -1	-3%	-$491	﹤0.01%	7175
2022 Q1	$17K	Buy	34 +11	+48%	+$5.43K	﹤0.01%	7634
2021 Q4	$11K	Buy	+23	New	+$11.4K	﹤0.01%	8658

Other funds holding BETR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $380M AUM 20.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group's BETR Position: Q2 2026 in Review

UBS Group reduced its Better Home & Finance Holding (BETR) stake by 58% in Q2 2026, selling an estimated $5.65M and leaving 127,263 shares worth $3.5M. The position accounts for ﹤0.01% of the portfolio, ranked #4536.

UBS Group first reported a position in BETR in Q4 2021 and has held it in 16 quarters since. The position peaked at $10.8M in Q1 2026. 89 funds tracked by Wall St. Rank hold BETR as of Q2 2026.

UBS Group held 127,263 shares of Better Home & Finance Holding worth $3.5M as of Q2 2026.
UBS Group sold 174,699 Better Home & Finance Holding shares in Q2 2026, an estimated $5.65M.
Better Home & Finance Holding made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4536 holding.
UBS Group first reported a position in Better Home & Finance Holding in Q4 2021 and has held it in 16 quarters since.
UBS Group's Better Home & Finance Holding position peaked at $10.8M in Q1 2026.
89 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q2 2026.

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