Back to UBS Group AG UBS Group AG

MORTMORT
30 quarters

Position history for UBS Group AGUBS Group AG's holdings in VANECK MORTGAGE REIT INCOME ETF

UBS Group AG holds 225,307 shares of MORT (VANECK MORTGAGE REIT INCOME ETF), worth $2.3M as of 2026-Q2. The position was decreased (-38.2% shares). MORT represents 0.0% of UBS Group AG's portfolio.

Current Value

$2.3M

Current Shares

225,307

Total Value Change

+$907,181

Total Shares Change

+164,770

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
225,307
-38.2%
$2.3M0.0%$9.94
0
2026-Q1
Increased
364,797
+1042.1%
$3.7M0.0%$10.70
43
2025-Q4
Decreased
31,940
-68.4%
$335,6890.0%$10.51
0
2025-Q3
Decreased
100,965
-16.5%
$1.1M0.0%$10.02
0
2025-Q2
Increased
120,897
+343.6%
$1.3M0.0%$9.58
41
2025-Q1
Decreased
27,256
-68.8%
$304,4500.0%$9.72
0
2024-Q4
Increased
87,336
+197.8%
$927,5090.0%$9.21
40
2024-Q3
Decreased
29,330
-9.9%
$354,0130.0%$10.01
0
2024-Q2
Increased
32,567
+3.1%
$364,4250.0%$9.09
24
2024-Q1
Decreased
31,601
-5.4%
$369,4150.0%$9.25
0
2023-Q4
Increased
33,391
+9.0%
$394,6820.0%$9.36
26
2023-Q3
Decreased
30,628
-75.6%
$348,2400.0%$8.49
0
2023-Q2
Increased
125,347
+50.0%
$1.5M0.0%$8.72
35
2023-Q1
Increased
83,586
+0.7%
$944,5220.0%$7.73
25
2022-Q4
Increased
82,973
+163.8%
$968,2950.0%$8.15
40
2022-Q3
Increased
31,447
+17.5%
$347,0000.0%$7.23
28
2022-Q2
Decreased
26,765
-5.6%
$375,0000.0%$8.88
0
2022-Q1
Decreased
28,355
-23.6%
$484,0000.0%$10.64
0
2021-Q4
Decreased
37,120
-9.9%
$667,0000.0%$11.22
0
2021-Q3
Increased
41,204
+11.2%
$784,0000.0%$11.40
28
2021-Q2
Decreased
37,048
-0.1%
$735,0000.0%$11.59
0
2021-Q1
Decreased
37,066
-29.1%
$702,0000.0%$10.96
0
2020-Q4
Increased
52,294
+19.0%
$876,0000.0%$9.56
29
2020-Q3
Decreased
43,952
-12.2%
$612,0000.0%$7.64
0
2020-Q2
Decreased
50,081
-28.9%
$674,0000.0%$7.21
0
2020-Q1
Decreased
70,466
-32.6%
$705,0000.0%$5.53
0
2019-Q4
Increased
104,522
+18.0%
$2.5M0.0%$12.40
31
2019-Q3
Increased
88,598
+6.3%
$2.1M0.0%$11.51
28
2019-Q2
Increased
83,356
+37.7%
$1.9M0.0%$11.30
34
2019-Q1
New
60,537
-
$1.4M0.0%$11.31
35

Other major holders of MORT: IEQ CAPITAL, LLC, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, LPL Financial LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used