Finance of America Companies FOA Loans held for investment, UBP
Loans held for investment, UBP at other companies
Other financials
Where this comes from
Reported directly by Finance of America Companies in its filing.
Tagged under the XBRL concept foa:FairValueOptionLoansHeldForInvestmentUnpaidPrincipalBalance.
The official record: Finance of America Companies’s 10-Q, filed May 11, 2026, on SEC EDGAR. View the filing →
Ask your AI about Finance of America Companies's loans held for investment, ubp.
Connect your AI assistant and compare it to peers, right in your chat.
Connect your AI

Claude
Questions, answered.
- What is Finance of America Companies's loans held for investment, UBP?
- Finance of America Companies (FOA) reported loans held for investment, UBP of $421.05M in Q1 2026.
- How has Finance of America Companies's loans held for investment, UBP changed year-over-year?
- Finance of America Companies's loans held for investment, UBP decreased by 29.0% year-over-year, from $592.95M to $421.05M.
- What is the long-term trend for Finance of America Companies's loans held for investment, UBP?
- Over 2 years (2023 to 2025), Finance of America Companies's loans held for investment, UBP has grown at a 18.8% compound annual growth rate (CAGR), from $559.62M to $790.34M.
- What does loans held for investment, UBP mean?
- This represents the total unpaid principal balance of mortgage loans retained by the company as long-term investments. It reflects the core asset base held to generate interest income and long-term portfolio value. Monitoring this balance helps investors assess the company's exposure to credit risk and its strategy for balance sheet growth.