UBS Group
MITT

UBS Group’s TPG Mortgage Investment Trust MITT Stock Holding History

UBS Group’s Portfolio MITT Stock Details MITT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$670K Sell
91,657
-96,883
-51% -$801K ﹤0.01% 5850
2025
Q4 		$1.61M Sell
188,540
-18,650
-9% -$146K ﹤0.01% 5163
2025
Q3 		$1.5M Sell
207,190
-14,588
-7% -$111K ﹤0.01% 5233
2025
Q2 		$1.67M Buy
221,778
+50,608
+30% +$350K ﹤0.01% 4993
2025
Q1 		$1.25M Sell
171,170
-88,014
-34% -$625K ﹤0.01% 5082
2024
Q4 		$1.72M Buy
259,184
+188,980
+269% +$1.34M ﹤0.01% 4865
2024
Q3 		$527K Sell
70,204
-12,582
-15% -$91.3K ﹤0.01% 5188
2024
Q2 		$550K Buy
82,786
+72,251
+686% +$461K ﹤0.01% 4930
2024
Q1 		$64.5K Sell
10,535
-51
-0.5% -$313 ﹤0.01% 6400
2023
Q4 		$67.2K Buy
10,586
+3,585
+51% +$19.5K ﹤0.01% 6390
2023
Q3 		$38.9K Sell
7,001
-1,864
-21% -$11.8K ﹤0.01% 6453
2023
Q2 		$54.3K Sell
8,865
-426
-5% -$2.42K ﹤0.01% 6424
2023
Q1 		$53.4K Sell
9,291
-9,063
-49% -$54.8K ﹤0.01% 6403
2022
Q4 		$97.5K Buy
18,354
+11,854
+182% +$61.2K ﹤0.01% 6127
2022
Q3 		$27K Hold
6,500
– – ﹤0.01% 7004
2022
Q2 		$44K Sell
6,500
-177
-3% -$1.36K ﹤0.01% 6019
2022
Q1 		$62K Sell
6,677
-467
-7% -$4.49K ﹤0.01% 6280
2021
Q4 		$73K Sell
7,144
-4,027
-36% -$45.7K ﹤0.01% 6576
2021
Q3 		$128K Buy
11,171
+933
+9% +$10.2K ﹤0.01% 5649
2021
Q2 		$131K Sell
10,238
-3,264
-24% -$40.7K ﹤0.01% 5672
2021
Q1 		$163K Buy
13,502
+9,986
+284% +$113K ﹤0.01% 5613
2020
Q4 		$31K Buy
3,516
+2,389
+212% +$21.4K ﹤0.01% 6603
2020
Q3 		$10K Buy
1,127
+587
+109% +$5.18K ﹤0.01% 6854
2020
Q2 		$5K Sell
540
-9,107
-94% -$87K ﹤0.01% 7380
2020
Q1 		$79K Sell
9,647
-287,915
-97% -$11.5M ﹤0.01% 5478
2019
Q4 		$13.8M Buy
297,562
+7,031
+2% +$324K ﹤0.01% 1659
2019
Q3 		$13.2M Sell
290,531
-32,088
-10% -$1.51M 0.01% 1548
2019
Q2 		$15.4M Buy
322,619
+34,901
+12% +$1.72M 0.01% 1402
2019
Q1 		$14.5M Buy
287,718
+52,799
+22% +$2.76M 0.01% 1378
2018
Q4 		$11.2M Sell
234,919
-80,234
-25% -$4.21M 0.01% 1476
2018
Q3 		$17.2M Buy
315,153
+65,036
+26% +$3.7M 0.01% 1313
2018
Q2 		$14.1M Buy
250,117
+8,644
+4% +$475K 0.01% 1432
2018
Q1 		$12.6M Sell
241,473
-1,026
-0.4% -$54.2K 0.01% 1504
2017
Q4 		$13.8M Sell
242,499
-8,633
-3% -$498K 0.01% 1470
2017
Q3 		$14.5M Buy
251,132
+49,167
+24% +$2.79M 0.01% 1328
2017
Q2 		$11.1M Buy
201,965
+7,637
+4% +$425K 0.01% 1455
2017
Q1 		$10.5M Buy
194,328
+40,491
+26% +$2.14M 0.01% 1456
2016
Q4 		$7.9M Sell
153,837
-5,955
-4% -$295K ﹤0.01% 1701
2016
Q3 		$7.55M Buy
159,792
+155,946
+4,055% +$7.2M ﹤0.01% 1646
2016
Q2 		$167K Sell
3,846
-199
-5% -$8.2K ﹤0.01% 4660
2016
Q1 		$159K Sell
4,045
-145
-3% -$5.29K ﹤0.01% 4653
2015
Q4 		$161K Sell
4,190
-9,926
-70% -$436K ﹤0.01% 4848
2015
Q3 		$644K Buy
14,116
+10,114
+253% +$520K ﹤0.01% 3703
2015
Q2 		$208K Sell
4,002
-2,305
-37% -$130K ﹤0.01% 4832
2015
Q1 		$356K Sell
6,307
-31
-0.5% -$1.73K ﹤0.01% 4408
2014
Q4 		$353K Buy
+6,338
New +$360K ﹤0.01% 4514

Other funds holding MITT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

UBS Group's MITT Position: Q1 2026 in Review

UBS Group reduced its TPG Mortgage Investment Trust (MITT) stake by 51% in Q1 2026, selling an estimated $801K and leaving 91,657 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #5850.

UBS Group first reported a position in MITT in Q4 2014 and has held it in 46 quarters since. The position peaked at $17.2M in Q3 2018. 116 funds tracked by Wall St. Rank hold MITT as of Q1 2026.

  • UBS Group held 91,657 shares of TPG Mortgage Investment Trust worth $670K as of Q1 2026.
  • UBS Group sold 96,883 TPG Mortgage Investment Trust shares in Q1 2026, an estimated $801K.
  • TPG Mortgage Investment Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5850 holding.
  • UBS Group first reported a position in TPG Mortgage Investment Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's TPG Mortgage Investment Trust position peaked at $17.2M in Q3 2018.
  • 116 funds tracked by Wall St. Rank held TPG Mortgage Investment Trust as of Q1 2026.

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