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
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 $68.3B AUM 20.5% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AOCA
Angel Oak Capital Advisors Atlanta, Georgia $90M AUM 4.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
PP
Patten & Patten Chattanooga, Tennessee $1.66B AUM 18.12% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

UBS Group's MBS Position: Q1 2026 in Review

UBS Group increased its Angel Oak Mortgage-Backed Securities ETF (MBS) stake by 338% in Q1 2026, buying an estimated $4.5M and bringing the position to 663,660 shares worth $5.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3923.

UBS Group first reported a position in MBS in Q1 2024 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold MBS as of Q1 2026.

  • UBS Group held 663,660 shares of Angel Oak Mortgage-Backed Securities ETF worth $5.75M as of Q1 2026.
  • UBS Group bought 511,995 Angel Oak Mortgage-Backed Securities ETF shares in Q1 2026, an estimated $4.5M.
  • Angel Oak Mortgage-Backed Securities ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3923 holding.
  • UBS Group first reported a position in Angel Oak Mortgage-Backed Securities ETF in Q1 2024 and has held it in 4 quarters since.
  • 36 funds tracked by Wall St. Rank held Angel Oak Mortgage-Backed Securities ETF as of Q1 2026.

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