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PUBLIC DATA DEFINITIONS

UWM Holdings KPI & segment coverage

Operating KPI and segment definitions available for UWM Holdings (UWMC) through the VizualStocks API.

UWMC18 metric seriesCatalog checked 2026-10-28

Active metrics 18

COMPANY KPI

Average Initial Loan Balance

Average initial loan balance reported by UWM for loans originated during the period, in dollars.

averageInitialLoanBalance
Frequency
quarterly / annual
Reported history
Q1'20 — Q2'26
History endpoint
COMPANY KPI

Change In Fair Value Of Mortgage Servicing Rights

Change in fair value of mortgage servicing rights reported by UWM for the period, in dollars.

changeInFairValueOfMortgageServicingRights
Frequency
quarterly / annual
Reported history
Q1'21 — Q2'26
History endpoint
COMPANY KPI

Conventional Purchase Loan Production

Unpaid principal balance of conventional purchase loan originations by UWM during the period, in dollars.

conventionalPurchaseLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Conventional Refinance Loan Production

Unpaid principal balance of conventional refinance loan originations by UWM during the period, in dollars.

conventionalRefinanceLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Gain On Other Interest Rate Derivatives

Gain or loss on other interest rate derivatives reported by UWM for the period, in dollars.

gainOnOtherInterestRateDerivatives
Frequency
quarterly / annual
Reported history
Q4'24 — Q2'26
History endpoint
COMPANY KPI

Gain On Sale Of Mortgage Servicing Rights

Gain on sale of mortgage servicing rights reported by UWM for the period, in dollars.

gainOnSaleOfMortgageServicingRights
Frequency
quarterly / annual
Reported history
Q4'20 — Q4'21
History endpoint
COMPANY KPI

Government Purchase Loan Production

Unpaid principal balance of government purchase loan originations by UWM during the period, in dollars.

governmentPurchaseLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Government Refinance Loan Production

Unpaid principal balance of government refinance loan originations by UWM during the period, in dollars.

governmentRefinanceLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Interest Income

Interest income reported by UWM for the period, in dollars.

interestIncome
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Jumbo And Other Purchase Loan Production

Unpaid principal balance of jumbo and other purchase loan originations by UWM during the period, in dollars.

jumboAndOtherPurchaseLoanProduction
Frequency
quarterly / annual
Reported history
Q4'22 — Q2'26
History endpoint
COMPANY KPI

Jumbo And Other Refinance Loan Production

Unpaid principal balance of jumbo and other refinance loan originations by UWM during the period, in dollars.

jumboAndOtherRefinanceLoanProduction
Frequency
quarterly / annual
Reported history
Q4'22 — Q2'26
History endpoint
COMPANY KPI

Loan Origination Volume

Aggregate principal of residential mortgage loans originated by UWM during the period, reported in dollars.

loanOriginationVolume
Frequency
quarterly / annual
Reported history
Q1'20 — Q2'26
History endpoint
COMPANY KPI

Loan Production Income

Loan production income reported by UWM for the period, in dollars.

loanProductionIncome
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Loan Servicing Income

Loan servicing income reported by UWM for the period, in dollars.

loanServicingIncome
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Total Gain Margin

Total loan production income divided by loan origination volume for the period, reported as a percentage.

totalGainMargin
Frequency
quarterly / annual
Reported history
Q1'20 — Q2'26
History endpoint
COMPANY KPI

Total Purchase Loan Production

Unpaid principal balance of total purchase loan originations by UWM during the period, in dollars.

totalPurchaseLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Total Refinance Loan Production

Unpaid principal balance of total refinance loan originations by UWM during the period, in dollars.

totalRefinanceLoanProduction
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint
COMPANY KPI

Total Revenue

Reference-table total revenue subtotal for UWM, calculated as total revenue plus other gains or losses, in dollars.

totalRevenue
Frequency
quarterly / annual
Reported history
Q4'20 — Q2'26
History endpoint