UBS Group
MORT icon

UBS Group’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

UBS Group’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.74M Buy
364,797
+332,857
+1,042% +$3.55M ﹤0.01% 4374
2025
Q4 		$336K Sell
31,940
-69,025
-68% -$729K ﹤0.01% 6292
2025
Q3 		$1.09M Sell
100,965
-19,932
-16% -$215K ﹤0.01% 5507
2025
Q2 		$1.28M Buy
120,897
+93,641
+344% +$951K ﹤0.01% 5230
2025
Q1 		$304K Sell
27,256
-60,080
-69% -$673K ﹤0.01% 6230
2024
Q4 		$928K Buy
87,336
+58,006
+198% +$653K ﹤0.01% 5362
2024
Q3 		$354K Sell
29,330
-3,237
-10% -$37.7K ﹤0.01% 5468
2024
Q2 		$364K Buy
32,567
+966
+3% +$10.7K ﹤0.01% 5236
2024
Q1 		$369K Sell
31,601
-1,790
-5% -$20.3K ﹤0.01% 5426
2023
Q4 		$395K Buy
33,391
+2,763
+9% +$30.3K ﹤0.01% 5296
2023
Q3 		$348K Sell
30,628
-94,719
-76% -$1.12M ﹤0.01% 4934
2023
Q2 		$1.51M Buy
125,347
+41,761
+50% +$457K ﹤0.01% 3823
2023
Q1 		$945K Buy
83,586
+613
+0.7% +$7.55K ﹤0.01% 4158
2022
Q4 		$968K Buy
82,973
+51,526
+164% +$619K ﹤0.01% 4106
2022
Q3 		$347K Buy
31,447
+4,682
+17% +$67.3K ﹤0.01% 4651
2022
Q2 		$375K Sell
26,765
-1,590
-6% -$24.2K ﹤0.01% 4479
2022
Q1 		$484K Sell
28,355
-8,765
-24% -$150K ﹤0.01% 4716
2021
Q4 		$667K Sell
37,120
-4,084
-10% -$77.3K ﹤0.01% 4745
2021
Q3 		$784K Buy
41,204
+4,156
+11% +$79.2K ﹤0.01% 4389
2021
Q2 		$735K Sell
37,048
-18
-0% -$349 ﹤0.01% 4434
2021
Q1 		$702K Sell
37,066
-15,228
-29% -$270K ﹤0.01% 4588
2020
Q4 		$876K Buy
52,294
+8,342
+19% +$128K ﹤0.01% 4119
2020
Q3 		$612K Sell
43,952
-6,129
-12% -$84.5K ﹤0.01% 4019
2020
Q2 		$674K Sell
50,081
-20,385
-29% -$239K ﹤0.01% 3886
2020
Q1 		$705K Sell
70,466
-34,056
-33% -$734K ﹤0.01% 3668
2019
Q4 		$2.51M Buy
104,522
+15,924
+18% +$376K ﹤0.01% 3322
2019
Q3 		$2.06M Buy
88,598
+5,242
+6% +$120K ﹤0.01% 3259
2019
Q2 		$1.93M Buy
83,356
+22,819
+38% +$527K ﹤0.01% 3179
2019
Q1 		$1.43M Buy
60,537
+17,548
+41% +$404K ﹤0.01% 3291
2018
Q4 		$916K Buy
42,989
+27,848
+184% +$637K ﹤0.01% 3752
2018
Q3 		$364K Buy
15,141
+226
+2% +$5.45K ﹤0.01% 4632
2018
Q2 		$356K Buy
14,915
+5
+0% +$116 ﹤0.01% 4569
2018
Q1 		$343K Sell
14,910
-10,356
-41% -$235K ﹤0.01% 4447
2017
Q4 		$608K Sell
25,266
-6,241
-20% -$152K ﹤0.01% 4152
2017
Q3 		$796K Buy
31,507
+1,023
+3% +$25.2K ﹤0.01% 3881
2017
Q2 		$753K Buy
30,484
+15,069
+98% +$366K ﹤0.01% 3831
2017
Q1 		$370K Sell
15,415
-2,410
-14% -$55.1K ﹤0.01% 4255
2016
Q4 		$390K Sell
17,825
-470
-3% -$10.3K ﹤0.01% 4297
2016
Q3 		$411K Buy
18,295
+104
+0.6% +$2.29K ﹤0.01% 4048
2016
Q2 		$393K Buy
18,191
+79
+0.4% +$1.62K ﹤0.01% 4078
2016
Q1 		$366K Buy
18,112
+5,482
+43% +$103K ﹤0.01% 4020
2015
Q4 		$247K Buy
12,630
+6,800
+117% +$137K ﹤0.01% 4506
2015
Q3 		$120K Sell
5,830
-3,050
-34% -$65.8K ﹤0.01% 5069
2015
Q2 		$195K Buy
8,880
+625
+8% +$14.7K ﹤0.01% 4888
2015
Q1 		$200K Buy
8,255
+850
+11% +$20.2K ﹤0.01% 4875
2014
Q4 		$176K Buy
+7,405
New +$181K ﹤0.01% 5164

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's MORT Position: Q1 2026 in Review

UBS Group increased its VanEck Mortgage REIT Income ETF (MORT) stake by 1,042% in Q1 2026, buying an estimated $3.55M and bringing the position to 364,797 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #4374.

UBS Group first reported a position in MORT in Q4 2014 and has held it in 46 quarters since. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • UBS Group held 364,797 shares of VanEck Mortgage REIT Income ETF worth $3.74M as of Q1 2026.
  • UBS Group bought 332,857 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $3.55M.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4374 holding.
  • UBS Group first reported a position in VanEck Mortgage REIT Income ETF in Q4 2014 and has held it in 46 quarters since.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

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