UBS Group
FOA icon

UBS Group’s Finance of America Companies FOA Stock Holding History

UBS Group’s Portfolio FOA Stock Details FOA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$416K Sell
15,127
-9,102
-38% -$186K ﹤0.01% 6357
2026
Q1 		$402K Sell
24,229
-11,327
-32% -$234K ﹤0.01% 6236
2025
Q4 		$861K Buy
35,556
+448
+1% +$10.2K ﹤0.01% 5704
2025
Q3 		$787K Sell
35,108
-208
-0.6% -$5.19K ﹤0.01% 5752
2025
Q2 		$824K Buy
35,316
+12,673
+56% +$267K ﹤0.01% 5607
2025
Q1 		$481K Buy
22,643
+18,598
+460% +$455K ﹤0.01% 5881
2024
Q4 		$114K Buy
4,045
+3,724
+1,160% +$66.3K ﹤0.01% 6789
2024
Q3 		$3.71K Buy
321
+305
+1,906% +$2.45K ﹤0.01% 8229
2024
Q2 		$78 Sell
16
-5,361
-100% -$32.7K ﹤0.01% 9193
2024
Q1 		$39.5K Sell
5,377
-1,788
-25% -$15.5K ﹤0.01% 6616
2023
Q4 		$78.8K Buy
7,165
+4,028
+128% +$41.4K ﹤0.01% 6313
2023
Q3 		$40.2K Sell
3,137
-516
-14% -$8.55K ﹤0.01% 6436
2023
Q2 		$69.8K Buy
3,653
+2,203
+152% +$36.9K ﹤0.01% 6274
2023
Q1 		$18K Buy
1,450
+186
+15% +$2.84K ﹤0.01% 7159
2022
Q4 		$16.1K Buy
1,264
+1,059
+517% +$15.5K ﹤0.01% 7929
2022
Q3 		$3K Hold
205
– – ﹤0.01% 9535
2022
Q2 		$3K Sell
205
-893
-81% -$20.6K ﹤0.01% 9305
2022
Q1 		$33K Buy
1,098
+325
+42% +$11.3K ﹤0.01% 6903
2021
Q4 		$31K Sell
773
-48
-6% -$2.28K ﹤0.01% 7359
2021
Q3 		$40K Buy
821
+616
+300% +$36.6K ﹤0.01% 6517
2021
Q2 		$16K Buy
+205
New +$19.8K ﹤0.01% 7575

Other funds holding FOA

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BCM
Brigade Capital Management New York $534M AUM 44.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.62B AUM
RC
RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

UBS Group's FOA Position: Q2 2026 in Review

UBS Group reduced its Finance of America Companies (FOA) stake by 38% in Q2 2026, selling an estimated $186K and leaving 15,127 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #6357.

UBS Group first reported a position in FOA in Q2 2021 and has held it in 21 quarters since. The position peaked at $861K in Q4 2025. 78 funds tracked by Wall St. Rank hold FOA as of Q2 2026.

  • UBS Group held 15,127 shares of Finance of America Companies worth $416K as of Q2 2026.
  • UBS Group sold 9,102 Finance of America Companies shares in Q2 2026, an estimated $186K.
  • Finance of America Companies made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6357 holding.
  • UBS Group first reported a position in Finance of America Companies in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Finance of America Companies position peaked at $861K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Finance of America Companies as of Q2 2026.

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