UBS Group
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UBS Group’s Rocket Companies RKT Stock Holding History

UBS Group’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$997K Sell
63,300
-50,000
-44% -$721K ﹤0.01% 5736
2026
Q1 		$1.61M Sell
113,300
-273,200
-71% -$4.97M ﹤0.01% 5164
2025
Q4 		$7.48M Sell
386,500
-567,700
-59% -$10.2M ﹤0.01% 3603
2025
Q3 		$18.5M Buy
954,200
+477,700
+100% +$8.33M ﹤0.01% 2659
2025
Q2 		$6.76M Buy
+476,500
New +$6.18M ﹤0.01% 3552
2023
Q3 		– Sell
-1,000,000
Closed -$8.96M – 9881
2023
Q2 		$8.96M Buy
+1,000,000
New +$8.7M ﹤0.01% 2043

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group's RKT Position: Q2 2026 in Review

UBS Group increased its Rocket Companies (RKT) stake by 69% in Q2 2026, buying an estimated $34.6M and bringing the position to 5,857,191 shares worth $92.3M. The position accounts for 0.01% of the portfolio, ranked #1181.

UBS Group first reported a position in RKT in Q3 2020 and has held it in 24 quarters since. The position peaked at $139M in Q2 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • UBS Group held 5,857,191 shares of Rocket Companies worth $92.3M as of Q2 2026.
  • UBS Group bought 2,397,939 Rocket Companies shares in Q2 2026, an estimated $34.6M.
  • Rocket Companies made up 0.01% of UBS Group's portfolio in Q2 2026, its #1181 holding.
  • UBS Group first reported a position in Rocket Companies in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's Rocket Companies position peaked at $139M in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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