UBS Group
LDI icon

UBS Group’s loanDepot LDI Stock Holding History

UBS Group’s Portfolio LDI Stock Details LDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.82M Buy
1,983,962
+211,795
+12% +$435K ﹤0.01% 4645
2025
Q4 		$3.67M Sell
1,772,167
-247,860
-12% -$688K ﹤0.01% 4337
2025
Q3 		$6.2M Buy
2,020,027
+1,855,136
+1,125% +$4.29M ﹤0.01% 3818
2025
Q2 		$209K Sell
164,891
-357,314
-68% -$437K ﹤0.01% 6690
2025
Q1 		$621K Buy
522,205
+417,707
+400% +$677K ﹤0.01% 5687
2024
Q4 		$213K Buy
104,498
+100,760
+2,696% +$225K ﹤0.01% 6411
2024
Q3 		$10.2K Sell
3,738
-600
-14% -$1.42K ﹤0.01% 7742
2024
Q2 		$7.16K Sell
4,338
-5,316
-55% -$11.3K ﹤0.01% 7864
2024
Q1 		$25K Buy
9,654
+3,992
+71% +$10.7K ﹤0.01% 6819
2023
Q4 		$19.9K Buy
5,662
+644
+13% +$1.21K ﹤0.01% 7103
2023
Q3 		$8.63K Buy
5,018
+67
+1% +$136 ﹤0.01% 7176
2023
Q2 		$10.5K Sell
4,951
-3,741
-43% -$6.88K ﹤0.01% 7134
2023
Q1 		$14K Sell
8,692
-6,105
-41% -$12.8K ﹤0.01% 7370
2022
Q4 		$24.4K Buy
14,797
+7,119
+93% +$10.9K ﹤0.01% 7442
2022
Q3 		$10K Sell
7,678
-6,753
-47% -$11.1K ﹤0.01% 8435
2022
Q2 		$20K Buy
14,431
+6,892
+91% +$18.6K ﹤0.01% 6869
2022
Q1 		$31K Buy
7,539
+3,128
+71% +$13.6K ﹤0.01% 6963
2021
Q4 		$21K Buy
4,411
+2,597
+143% +$15.2K ﹤0.01% 7786
2021
Q3 		$12K Sell
1,814
-750
-29% -$7K ﹤0.01% 7769
2021
Q2 		$33K Sell
2,564
-2,854
-53% -$46.5K ﹤0.01% 6829
2021
Q1 		$108K Buy
+5,418
New +$115K ﹤0.01% 5903

Other funds holding LDI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group's LDI Position: Q1 2026 in Review

UBS Group increased its loanDepot (LDI) stake by 12% in Q1 2026, buying an estimated $435K and bringing the position to 1,983,962 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4645.

UBS Group first reported a position in LDI in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.2M in Q3 2025. 138 funds tracked by Wall St. Rank hold LDI as of Q1 2026.

  • UBS Group held 1,983,962 shares of loanDepot worth $2.82M as of Q1 2026.
  • UBS Group bought 211,795 loanDepot shares in Q1 2026, an estimated $435K.
  • loanDepot made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4645 holding.
  • UBS Group first reported a position in loanDepot in Q1 2021 and has held it in 21 quarters since.
  • UBS Group's loanDepot position peaked at $6.2M in Q3 2025.
  • 138 funds tracked by Wall St. Rank held loanDepot as of Q1 2026.

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