UBS Group
DMBS icon

UBS Group’s DoubleLine Mortgage ETF DMBS Stock Holding History

UBS Group’s Portfolio DMBS Stock Details DMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
43,298
+991
+2% +$48.7K ﹤0.01% 5069
2026
Q1 		$2.09M Sell
42,307
-15,197
-26% -$757K ﹤0.01% 4936
2025
Q4 		$2.86M Buy
57,504
+2,371
+4% +$118K ﹤0.01% 4622
2025
Q3 		$2.74M Sell
55,133
-42,237
-43% -$2.08M ﹤0.01% 4662
2025
Q2 		$4.78M Buy
97,370
+365
+0.4% +$17.7K ﹤0.01% 3941
2025
Q1 		$4.76M Sell
97,005
-4,010
-4% -$194K ﹤0.01% 3824
2024
Q4 		$4.86M Sell
101,015
-1,466
-1% -$71.6K ﹤0.01% 3884
2024
Q3 		$5.16M Buy
102,481
+102,397
+121,901% +$5.08M ﹤0.01% 3029
2024
Q2 		$4.05K Buy
84
+46
+121% +$2.2K ﹤0.01% 8135
2024
Q1 		$1.85K Sell
38
-344
-90% -$16.8K ﹤0.01% 8033
2023
Q4 		$18.9K Buy
382
+297
+349% +$14.1K ﹤0.01% 7138
2023
Q3 		$4K Buy
+85
New +$4.11K ﹤0.01% 7491

Other funds holding DMBS

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

UBS Group's DMBS Position: Q2 2026 in Review

UBS Group increased its DoubleLine Mortgage ETF (DMBS) stake by 2.3% in Q2 2026, buying an estimated $48.7K and bringing the position to 43,298 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #5069.

UBS Group first reported a position in DMBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.16M in Q3 2024. 102 funds tracked by Wall St. Rank hold DMBS as of Q2 2026.

  • UBS Group held 43,298 shares of DoubleLine Mortgage ETF worth $2.13M as of Q2 2026.
  • UBS Group bought 991 DoubleLine Mortgage ETF shares in Q2 2026, an estimated $48.7K.
  • DoubleLine Mortgage ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5069 holding.
  • UBS Group first reported a position in DoubleLine Mortgage ETF in Q3 2023 and has held it in 12 quarters since.
  • UBS Group's DoubleLine Mortgage ETF position peaked at $5.16M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held DoubleLine Mortgage ETF as of Q2 2026.

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