UBS Group
HOMZ icon

UBS Group’s Hoya Capital Housing ETF HOMZ Stock Holding History

UBS Group’s Portfolio HOMZ Stock Details HOMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.6K Sell
285
-977
-77% -$43.3K ﹤0.01% 8379
2026
Q1 		$53.3K Buy
1,262
+930
+280% +$43.2K ﹤0.01% 7333
2025
Q4 		$15.1K Buy
332
+327
+6,540% +$14.9K ﹤0.01% 7971
2025
Q3 		$235 Sell
5
-1,348
-100% -$62.6K ﹤0.01% 9791
2025
Q2 		$58.8K Buy
1,353
+64
+5% +$2.73K ﹤0.01% 7638
2025
Q1 		$57.6K Buy
+1,289
New +$58.9K ﹤0.01% 7466
2024
Q4 		– Sell
-6,201
Closed -$316K – 10126
2024
Q3 		$316K Buy
+6,201
New +$293K ﹤0.01% 5536
2024
Q2 		– Sell
-4
Closed -$180 – 9753
2024
Q1 		$180 Sell
4
-1,035
-100% -$43.4K ﹤0.01% 8752
2023
Q4 		$43.9K Sell
1,039
-562
-35% -$20.7K ﹤0.01% 6614
2023
Q3 		$56.9K Buy
1,601
+1,107
+224% +$42.5K ﹤0.01% 6215
2023
Q2 		$19.1K Buy
+494
New +$17.6K ﹤0.01% 6896
2023
Q1 		– Sell
-3,794
Closed -$120K – 9913
2022
Q4 		$120K Buy
3,794
+1,173
+45% +$37.2K ﹤0.01% 5933
2022
Q3 		$79K Buy
2,621
+1,755
+203% +$60K ﹤0.01% 5920
2022
Q2 		$28K Sell
866
-2,980
-77% -$106K ﹤0.01% 6467
2022
Q1 		$149K Buy
+3,846
New +$156K ﹤0.01% 5599
2021
Q4 		– Sell
-419
Closed -$17K – 10442
2021
Q3 		$17K Sell
419
-422
-50% -$17.3K ﹤0.01% 7334
2021
Q2 		$34K Buy
+841
New +$33.7K ﹤0.01% 6797
2021
Q1 		– Sell
-23
Closed -$1K – 9195
2020
Q4 		$1K Sell
23
-23
-50% -$723 ﹤0.01% 8220
2020
Q3 		$1K Sell
46
-172
-79% -$4.83K ﹤0.01% 7794
2020
Q2 		$6K Buy
+218
New +$5.01K ﹤0.01% 7294
2020
Q1 		– Sell
-96
Closed -$3K – 8137
2019
Q4 		$3K Buy
+96
New +$2.76K ﹤0.01% 7745

Other funds holding HOMZ

PI
Pettee Investors Rowayton, Connecticut $203M AUM 42.15% 1-Year Est. Return
HCRE
Hoya Capital Real Estate Rowayton, Connecticut $6.8M AUM 50.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
CAM
Concorde Asset Management Ann Arbor, Michigan $173M AUM 33.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
JGIA
Jackson Grant Investment Advisers Stamford, Connecticut $322M AUM 20.03% 1-Year Est. Return

UBS Group's HOMZ Position: Q2 2026 in Review

UBS Group reduced its Hoya Capital Housing ETF (HOMZ) stake by 77% in Q2 2026, selling an estimated $43.3K and leaving 285 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #8379.

UBS Group first reported a position in HOMZ in Q4 2019 and has held it in 21 quarters since. The position peaked at $316K in Q3 2024. 16 funds tracked by Wall St. Rank hold HOMZ as of Q2 2026.

  • UBS Group held 285 shares of Hoya Capital Housing ETF worth $13.6K as of Q2 2026.
  • UBS Group sold 977 Hoya Capital Housing ETF shares in Q2 2026, an estimated $43.3K.
  • Hoya Capital Housing ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8379 holding.
  • UBS Group first reported a position in Hoya Capital Housing ETF in Q4 2019 and has held it in 21 quarters since.
  • UBS Group's Hoya Capital Housing ETF position peaked at $316K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held Hoya Capital Housing ETF as of Q2 2026.

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