UBS Group
RWT

UBS Group’s Redwood Trust RWT Stock Holding History

UBS Group’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-150,000
Closed -$759K – 8297
2020
Q1 		$759K Hold
150,000
– – ﹤0.01% 3591
2019
Q4 		$2.48M Hold
150,000
– – ﹤0.01% 3333
2019
Q3 		$2.46M Buy
+150,000
New +$2.51M ﹤0.01% 3104

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's RWT Position: Q2 2026 in Review

UBS Group reduced its Redwood Trust (RWT) stake by 16% in Q2 2026, selling an estimated $497K and leaving 471,655 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #5023.

UBS Group first reported a position in RWT in Q4 2014 and has held it in 47 quarters since. The position peaked at $34.7M in Q4 2019. 227 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • UBS Group held 471,655 shares of Redwood Trust worth $2.24M as of Q2 2026.
  • UBS Group sold 91,471 Redwood Trust shares in Q2 2026, an estimated $497K.
  • Redwood Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5023 holding.
  • UBS Group first reported a position in Redwood Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Redwood Trust position peaked at $34.7M in Q4 2019.
  • 227 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

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