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
Q2 		– Sell
-84,400
Closed -$1.4M – 10634
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 $3.55B 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.