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
Q2 		$4.77M Buy
2,085,040
+84,327
+4% +$262K ﹤0.01% 4211
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

UBS Group's UWMC Position: Q2 2026 in Review

UBS Group increased its UWM Holdings (UWMC) stake by 4.2% in Q2 2026, buying an estimated $262K and bringing the position to 2,085,040 shares worth $4.77M. The position accounts for ﹤0.01% of the portfolio, ranked #4211.

UBS Group first reported a position in UWMC in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.7M in Q4 2025. 292 funds tracked by Wall St. Rank hold UWMC as of Q2 2026.

  • UBS Group held 2,085,040 shares of UWM Holdings worth $4.77M as of Q2 2026.
  • UBS Group bought 84,327 UWM Holdings shares in Q2 2026, an estimated $262K.
  • UWM Holdings made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4211 holding.
  • UBS Group first reported a position in UWM Holdings in Q3 2020 and has held it in 23 quarters since.
  • UBS Group's UWM Holdings position peaked at $14.7M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held UWM Holdings as of Q2 2026.

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