UBS Group
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UBS Group’s Angel Oak Mortgage-Backed Securities ETF MBS Stock Holding History

UBS Group’s Portfolio MBS Stock Details MBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.11M Buy
707,749
+44,089
+7% +$382K ﹤0.01% 3951
2026
Q1 		$5.75M Buy
663,660
+511,995
+338% +$4.5M ﹤0.01% 3923
2025
Q4 		$1.33M Buy
+151,665
New +$1.33M ﹤0.01% 5332
2025
Q1 		– Sell
-8,788
Closed -$75K – 10793
2024
Q4 		$75K Buy
+8,788
New +$76.1K ﹤0.01% 7052
2024
Q2 		– Sell
-1
Closed -$8 – 10212
2024
Q1 		$8 Buy
+1
New +$8 ﹤0.01% 9121

Other funds holding MBS

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $79.3M AUM 7.42% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.89B AUM 27.89% 1-Year Est. Return

UBS Group's MBS Position: Q2 2026 in Review

UBS Group increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 6.6% in Q2 2026, buying an estimated $382K and bringing the position to 707,749 shares worth $6.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

UBS Group first reported a position in MBS in Q1 2024 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold MBS as of Q2 2026.

  • UBS Group held 707,749 shares of Angel Oak Mortgage-Backed Securities ETF worth $6.11M as of Q2 2026.
  • UBS Group bought 44,089 Angel Oak Mortgage-Backed Securities ETF shares in Q2 2026, an estimated $382K.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3951 holding.
  • UBS Group first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2024 and has held it in 5 quarters since.
  • 38 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q2 2026.

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