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Equibles

UBS Group AG

Position in AFRM — Affirm Holdings, Inc.

CIK 1610520 ZURICH, V8
Back to AFRM Full portfolio

Position in AFRM

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$204,789,989
+$99,302,408 QoQ
Shares Held
2,511,220
+9.1% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#16
of 654 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 89% Shared 0% None 11%

Common Shares in AFRM Over Time

Shares Held

Position Value (USD)

Derivatives in AFRM

reported options exposure · as of Jun 30, 2026
CallValue
$1,786,189
CallShares
21,903
PutValue
$163,100
PutShares
2,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

UBS Group AG holds $10,271,486,132 across 51 Credit Services names. AFRM ranks #7 (2.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 V
Visa Inc.
 12,696,659 $4,356,096,729
2 MA
Mastercard Inc
 3,730,940 $1,916,210,780
3 AXP
American Express Co
 4,082,851 $1,381,024,349
4 COF
Capital One Financial Corp
 3,816,146 $765,595,207
5 SOFI
SoFi Technologies, Inc.
 35,168,018 $630,562,561
6 PYPL
PayPal Holdings, Inc.
 5,370,432 $231,895,250
7 AFRM
Affirm Holdings, Inc.
This page 		2,511,220 $204,789,989
8 SYF
Synchrony Financial
 1,550,645 $117,926,550

All Filings in AFRM

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $163,100 2,000
2026-06-30 $204,789,989 2,511,220
2026-06-30 $1,786,189 21,903
2026-03-31 $4,166,870 90,940
2026-03-31 $105,487,581 2,302,217
2026-03-31 $5,732,082 125,100
2025-12-31 $127,486,828 1,712,842
2025-12-31 $1,563,923 21,012
2025-12-31 $26,244,018 352,600
2025-09-30 $130,147,512 1,780,891
2025-09-30 $29,787,408 407,600
2025-09-30 $16,473,108 225,412
2025-06-30 $6,914,000 100,000
2025-06-30 $97,044,279 1,403,591
2025-06-30 $3,325,634 48,100
2025-03-31 $158,165 3,500
2025-03-31 $2,259,500 50,000
2025-03-31 $109,273,394 2,418,088
2024-12-31 $3,392,130 55,700
2024-12-31 $7,738,441 127,068
2024-12-31 $57,001,059 935,978
2024-09-30 $1,020,500 25,000
2024-09-30 $1,705,786 41,788
2024-09-30 $55,367,960 1,356,393
2024-06-30 $71,570,991 2,369,116
2024-06-30 $303,308 10,040
2024-03-31 $1,304,100 35,000
2024-03-31 $80,813,958 2,168,920
2023-12-31 $4,930,018 100,326
2023-12-31 $12,874,680 262,000
2023-12-31 $11,100,726 225,900
2023-09-30 $1,746,139 82,094
2023-09-30 $4,804,893 225,900
2023-09-30 $3,871,140 182,000
2023-06-30 $3,463,047 225,900
2023-06-30 $1,262,900 82,381
2023-06-30 $1,861,062 121,400
2023-03-31 $1,705,151 151,300
2023-03-31 $942,487 83,628
2023-03-31 $2,399,383 212,900
2022-12-31 $632,011 65,358
2022-12-31 $2,865,221 296,300
2022-12-31 $6,277,764 649,200
2022-09-30 $1,892,658 100,888
2022-09-30 $11,856,320 632,000
2022-09-30 $7,098,784 378,400
2022-06-30 $13,228,950 732,500
2022-06-30 $9,246,720 512,000
2022-06-30 $4,786,260 265,020
2022-03-31 $22,626,292 488,900

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