UBS Group
OWNS

UBS Group’s CCM Affordable Housing MBS ETF OWNS Stock Holding History

UBS Group’s Portfolio OWNS Stock Details OWNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.7K Buy
1,769
+1,592
+899% +$28K ﹤0.01% 7672
2025
Q4 		$3.09K Buy
+177
New +$3.11K ﹤0.01% 9112
2025
Q2 		– Sell
-4,581
Closed -$78.6K – 10680
2025
Q1 		$78.6K Buy
+4,581
New +$78K ﹤0.01% 7236
2024
Q2 		– Sell
-638
Closed -$10.8K – 9945
2024
Q1 		$10.8K Buy
+638
New +$10.9K ﹤0.01% 7209
2023
Q3 		– Sell
-1,853
Closed -$31.7K – 9838
2023
Q2 		$31.7K Buy
+1,853
New +$32.1K ﹤0.01% 6688
2023
Q1 		– Sell
-2,949
Closed -$50.3K – 10159
2022
Q4 		$50.3K Buy
2,949
+2,947
+147,350% +$50.1K ﹤0.01% 6768
2022
Q3 		$0 Sell
2
-99
-98% -$1.76K ﹤0.01% 10767
2022
Q2 		$2K Buy
101
+96
+1,920% +$1.73K ﹤0.01% 9598
2022
Q1 		$0 Buy
+5
New +$96 ﹤0.01% 10720

Other funds holding OWNS

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
RP
Riverwater Partners Milwaukee, Wisconsin $300M AUM 26.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return
TBF
True Blue Financial Stevensville, Michigan $237M AUM

UBS Group's OWNS Position: Q1 2026 in Review

UBS Group increased its CCM Affordable Housing MBS ETF (OWNS) stake by 899% in Q1 2026, buying an estimated $28K and bringing the position to 1,769 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7672.

UBS Group first reported a position in OWNS in Q1 2022 and has held it in 9 quarters since. The position peaked at $78.6K in Q1 2025. 25 funds tracked by Wall St. Rank hold OWNS as of Q1 2026.

  • UBS Group held 1,769 shares of CCM Affordable Housing MBS ETF worth $30.7K as of Q1 2026.
  • UBS Group bought 1,592 CCM Affordable Housing MBS ETF shares in Q1 2026, an estimated $28K.
  • CCM Affordable Housing MBS ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7672 holding.
  • UBS Group first reported a position in CCM Affordable Housing MBS ETF in Q1 2022 and has held it in 9 quarters since.
  • UBS Group's CCM Affordable Housing MBS ETF position peaked at $78.6K in Q1 2025.
  • 25 funds tracked by Wall St. Rank held CCM Affordable Housing MBS ETF as of Q1 2026.

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