UBS Group
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UBS Group’s UWM Holdings UWMC Stock Holding History

UBS Group’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.24M Sell
2,000,713
-1,346,587
-40% -$6.2M ﹤0.01% 3686
2025
Q4 		$14.7M Buy
3,347,300
+1,620,808
+94% +$8.72M ﹤0.01% 2899
2025
Q3 		$10.5M Sell
1,726,492
-276,004
-14% -$1.45M ﹤0.01% 3239
2025
Q2 		$8.29M Buy
2,002,496
+1,416,479
+242% +$6.23M ﹤0.01% 3291
2025
Q1 		$3.2M Sell
586,017
-414,859
-41% -$2.52M ﹤0.01% 4251
2024
Q4 		$5.88M Buy
1,000,876
+840,558
+524% +$5.47M ﹤0.01% 3643
2024
Q3 		$1.37M Sell
160,318
-68,682
-30% -$579K ﹤0.01% 4354
2024
Q2 		$1.59M Sell
229,000
-112,304
-33% -$772K ﹤0.01% 3997
2024
Q1 		$2.48M Buy
341,304
+49,376
+17% +$333K ﹤0.01% 3725
2023
Q4 		$2.09M Buy
291,928
+107,792
+59% +$608K ﹤0.01% 3780
2023
Q3 		$893K Buy
184,136
+37,852
+26% +$218K ﹤0.01% 4181
2023
Q2 		$819K Buy
146,284
+20,635
+16% +$111K ﹤0.01% 4412
2023
Q1 		$617K Buy
125,649
+23,772
+23% +$104K ﹤0.01% 4533
2022
Q4 		$337K Sell
101,877
-210,772
-67% -$790K ﹤0.01% 5021
2022
Q3 		$916K Buy
312,649
+34,134
+12% +$126K ﹤0.01% 3826
2022
Q2 		$986K Buy
278,515
+180,809
+185% +$693K ﹤0.01% 3757
2022
Q1 		$443K Sell
97,706
-95,741
-49% -$462K ﹤0.01% 4779
2021
Q4 		$1.15M Sell
193,447
-350,605
-64% -$2.37M ﹤0.01% 4260
2021
Q3 		$3.78M Sell
544,052
-180,430
-25% -$1.34M ﹤0.01% 2965
2021
Q2 		$6.12M Buy
724,482
+572,105
+375% +$4.79M ﹤0.01% 2479
2021
Q1 		$1.21M Buy
+152,377
New +$1.48M ﹤0.01% 4072
2020
Q4 		– Sell
-29,268
Closed -$302K – 8786
2020
Q3 		$302K Buy
+29,268
New +$309K ﹤0.01% 4543

Other funds holding UWMC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FGP
Freestone Grove Partners San Francisco, California $14.2B AUM 24.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's UWMC Position: Q1 2026 in Review

UBS Group reduced its UWM Holdings (UWMC) stake by 40% in Q1 2026, selling an estimated $6.2M and leaving 2,000,713 shares worth $7.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3686.

UBS Group first reported a position in UWMC in Q3 2020 and has held it in 22 quarters since. The position peaked at $14.7M in Q4 2025. 283 funds tracked by Wall St. Rank hold UWMC as of Q1 2026.

  • UBS Group held 2,000,713 shares of UWM Holdings worth $7.24M as of Q1 2026.
  • UBS Group sold 1,346,587 UWM Holdings shares in Q1 2026, an estimated $6.2M.
  • UWM Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3686 holding.
  • UBS Group first reported a position in UWM Holdings in Q3 2020 and has held it in 22 quarters since.
  • UBS Group's UWM Holdings position peaked at $14.7M in Q4 2025.
  • 283 funds tracked by Wall St. Rank held UWM Holdings as of Q1 2026.

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