Position in LU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,351,484
+$462,121 QoQ
Shares Held
1,257,479
+70.4% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LU 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. LU ranks #30 (0.0% 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 LU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,351,484 | 1,257,479 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,889,363 | 738,033 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,378,990 | 1,571,180 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,401,740 | 860,839 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,221,353 | 1,421,331 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,881,328 | 787,167 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $536,244 | 153,652 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $154,703 | 65,276 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $303,713 | 71,970 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,185,480 | 711,883 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||