UBS Group
FINS

UBS Group’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

UBS Group’s Portfolio FINS Stock Details FINS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.44M Buy
740,594
+20,319
+3% +$265K ﹤0.01% 3423
2025
Q4 		$9.51M Sell
720,275
-72,602
-9% -$951K ﹤0.01% 3336
2025
Q3 		$10.4M Sell
792,877
-159,310
-17% -$2.09M ﹤0.01% 3255
2025
Q2 		$12.4M Buy
952,187
+197,490
+26% +$2.58M ﹤0.01% 2864
2025
Q1 		$10.2M Buy
754,697
+59,769
+9% +$795K ﹤0.01% 3020
2024
Q4 		$8.83M Sell
694,928
-118
-0% -$1.53K ﹤0.01% 3205
2024
Q3 		$9.19M Sell
695,046
-3,806
-0.5% -$48.6K ﹤0.01% 2452
2024
Q2 		$8.64M Sell
698,852
-17,323
-2% -$215K ﹤0.01% 2341
2024
Q1 		$8.95M Sell
716,175
-105,830
-13% -$1.29M ﹤0.01% 2366
2023
Q4 		$9.79M Sell
822,005
-15,810
-2% -$190K ﹤0.01% 2112
2023
Q3 		$10.1M Buy
837,815
+17,694
+2% +$210K ﹤0.01% 1976
2023
Q2 		$9.69M Sell
820,121
-106,201
-11% -$1.27M ﹤0.01% 1984
2023
Q1 		$11.4M Buy
926,322
+55,447
+6% +$717K ﹤0.01% 1797
2022
Q4 		$11.2M Sell
870,875
-199,653
-19% -$2.58M ﹤0.01% 1842
2022
Q3 		$14.3M Buy
1,070,528
+199,280
+23% +$2.84M 0.01% 1504
2022
Q2 		$12.7M Sell
871,248
-65,013
-7% -$961K 0.01% 1640
2022
Q1 		$14.8M Sell
936,261
-11,032
-1% -$179K ﹤0.01% 1656
2021
Q4 		$16.2M Buy
947,293
+105,390
+13% +$1.77M ﹤0.01% 1736
2021
Q3 		$14.3M Buy
841,903
+13,064
+2% +$236K ﹤0.01% 1760
2021
Q2 		$14.9M Sell
828,839
-5,713
-0.7% -$103K ﹤0.01% 1717
2021
Q1 		$14.5M Buy
834,552
+94,800
+13% +$1.64M ﹤0.01% 1652
2020
Q4 		$12.5M Sell
739,752
-131,859
-15% -$2.22M ﹤0.01% 1686
2020
Q3 		$14.7M Buy
871,611
+89,156
+11% +$1.47M 0.01% 1378
2020
Q2 		$13.2M Buy
782,455
+318,605
+69% +$5.33M 0.01% 1329
2020
Q1 		$7.93M Buy
463,850
+41,541
+10% +$821K ﹤0.01% 1565
2019
Q4 		$8.74M Buy
422,309
+38,537
+10% +$788K ﹤0.01% 2076
2019
Q3 		$7.74M Buy
383,772
+165,972
+76% +$3.36M ﹤0.01% 1974
2019
Q2 		$4.38M Buy
+217,800
New +$4.39M ﹤0.01% 2432

Other funds holding FINS

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

UBS Group's FINS Position: Q1 2026 in Review

UBS Group increased its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 2.8% in Q1 2026, buying an estimated $265K and bringing the position to 740,594 shares worth $9.44M. The position accounts for ﹤0.01% of the portfolio, ranked #3423.

UBS Group first reported a position in FINS in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.2M in Q4 2021. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

  • UBS Group held 740,594 shares of Angel Oak Financial Strategies Income Term Trust worth $9.44M as of Q1 2026.
  • UBS Group bought 20,319 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $265K.
  • Angel Oak Financial Strategies Income Term Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3423 holding.
  • UBS Group first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2019 and has held it in 28 quarters since.
  • UBS Group's Angel Oak Financial Strategies Income Term Trust position peaked at $16.2M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.