UBS Group
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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
Q1 		$1.4M Sell
84,400
-5,600
-6% -$116K ﹤0.01% 5277
2025
Q4 		$2.18M Buy
+90,000
New +$2.05M ﹤0.01% 4901
2025
Q2 		– Sell
-10,600
Closed -$225K – 10449
2025
Q1 		$225K Buy
+10,600
New +$259K ﹤0.01% 6468

Other funds holding FOA

CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PUI
Purpose Unlimited Inc Toronto $2.42B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's FOA Position: Q1 2026 in Review

UBS Group reduced its Finance of America Companies (FOA) stake by 32% in Q1 2026, selling an estimated $234K and leaving 24,229 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #6236.

UBS Group first reported a position in FOA in Q2 2021 and has held it in 20 quarters since. The position peaked at $861K in Q4 2025. 71 funds tracked by Wall St. Rank hold FOA as of Q1 2026.

  • UBS Group held 24,229 shares of Finance of America Companies worth $402K as of Q1 2026.
  • UBS Group sold 11,327 Finance of America Companies shares in Q1 2026, an estimated $234K.
  • Finance of America Companies made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6236 holding.
  • UBS Group first reported a position in Finance of America Companies in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Finance of America Companies position peaked at $861K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held Finance of America Companies as of Q1 2026.

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