Position in AGM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$9,593,348
+$1,493,077 QoQ
Shares Held
64,667
+40.2% QoQ
Ownership
0.596%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in AGM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,834,418,070 across 51 Credit Services names. AGM ranks #23 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,048,170 | $3,641,438,893 | |
| 2 | MA |
Mastercard Inc
|
3,642,800 | $1,820,161,443 | |
| 3 | AXP |
American Express Co
|
4,566,249 | $1,381,198,994 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
36,417,201 | $578,305,150 | |
| 5 | COF |
Capital One Financial Corp
|
2,673,573 | $487,739,918 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,636,577 | $254,942,374 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,302,217 | $105,487,581 | |
| 8 | SYF |
Synchrony Financial
|
1,337,923 | $91,005,521 |
All Filings in AGM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,593,348 | 64,667 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,100,271 | 46,137 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $5,633,041 | 33,534 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,255,385 | 37,345 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,529,678 | 24,157 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,541,975 | 28,139 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,277,445 | 22,824 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,966,105 | 21,934 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,086,348 | 30,914 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $9,286,407 | 48,564 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,712,512 | 43,503 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $5,918,349 | 41,174 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,932,424 | 37,033 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,288,389 | 38,048 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $3,684,636 | 37,166 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $3,444,506 | 35,274 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,894,679 | 26,684 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,610,823 | 29,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,741,974 | 25,267 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,697,321 | 17,162 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,635,491 | 16,238 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,010,022 | 13,603 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $400,866 | 6,297 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $386,747 | 6,042 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $399,756 | 7,186 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||