UBS Group
VEL icon

UBS Group’s Velocity Financial VEL Stock Holding History

UBS Group’s Portfolio VEL Stock Details VEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$493K Buy
26,707
+9,275
+53% +$169K ﹤0.01% 6235
2026
Q1 		$315K Sell
17,432
-15,504
-47% -$293K ﹤0.01% 6374
2025
Q4 		$684K Buy
32,936
+11,585
+54% +$218K ﹤0.01% 5881
2025
Q3 		$387K Buy
21,351
+10,006
+88% +$183K ﹤0.01% 6266
2025
Q2 		$210K Buy
11,345
+7,145
+170% +$125K ﹤0.01% 6687
2025
Q1 		$78.6K Sell
4,200
-1,776
-30% -$33.4K ﹤0.01% 7235
2024
Q4 		$117K Buy
5,976
+1,450
+32% +$28.8K ﹤0.01% 6778
2024
Q3 		$88.8K Buy
4,526
+1,468
+48% +$27.7K ﹤0.01% 6445
2024
Q2 		$54.8K Sell
3,058
-5,690
-65% -$100K ﹤0.01% 6621
2024
Q1 		$157K Sell
8,748
-869
-9% -$14.2K ﹤0.01% 6011
2023
Q4 		$166K Buy
9,617
+4,775
+99% +$64.7K ﹤0.01% 5889
2023
Q3 		$54.7K Sell
4,842
-157
-3% -$1.91K ﹤0.01% 6238
2023
Q2 		$57.6K Buy
4,999
+18
+0.4% +$174 ﹤0.01% 6390
2023
Q1 		$45K Buy
4,981
+802
+19% +$7.66K ﹤0.01% 6537
2022
Q4 		$40.3K Buy
4,179
+3,624
+653% +$36.3K ﹤0.01% 6970
2022
Q3 		$6K Sell
555
-596
-52% -$6.83K ﹤0.01% 9071
2022
Q2 		$13K Sell
1,151
-1,167
-50% -$12.4K ﹤0.01% 7555
2022
Q1 		$25K Sell
2,318
-1,487
-39% -$18.3K ﹤0.01% 7208
2021
Q4 		$52K Buy
3,805
+2,372
+166% +$30.6K ﹤0.01% 6862
2021
Q3 		$19K Buy
1,433
+237
+20% +$3.02K ﹤0.01% 7226
2021
Q2 		$15K Sell
1,196
-1,082
-47% -$11.5K ﹤0.01% 7651
2021
Q1 		$20K Buy
+2,278
New +$17.4K ﹤0.01% 7393
2020
Q4 		– Sell
-2,852
Closed -$14K – 8790
2020
Q3 		$14K Buy
2,852
+1,635
+134% +$7.2K ﹤0.01% 6597
2020
Q2 		$5K Sell
1,217
-4,486
-79% -$16.9K ﹤0.01% 7390
2020
Q1 		$43K Buy
+5,703
New +$66.5K ﹤0.01% 5955

Other funds holding VEL

SPG
Snow Phipps Group New York $326M AUM 11.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's VEL Position: Q2 2026 in Review

UBS Group increased its Velocity Financial (VEL) stake by 53% in Q2 2026, buying an estimated $169K and bringing the position to 26,707 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #6235.

UBS Group first reported a position in VEL in Q1 2020 and has held it in 25 quarters since. The position peaked at $684K in Q4 2025. 100 funds tracked by Wall St. Rank hold VEL as of Q2 2026.

  • UBS Group held 26,707 shares of Velocity Financial worth $493K as of Q2 2026.
  • UBS Group bought 9,275 Velocity Financial shares in Q2 2026, an estimated $169K.
  • Velocity Financial made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6235 holding.
  • UBS Group first reported a position in Velocity Financial in Q1 2020 and has held it in 25 quarters since.
  • UBS Group's Velocity Financial position peaked at $684K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Velocity Financial as of Q2 2026.

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