Position in LX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,152,991
+$95,009 QoQ
Shares Held
585,275
+20.6% QoQ
Ownership
0.355%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 81 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LX Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS Group AG holds $10,270,771,741 across 51 Credit Services names. LX ranks #34 (0.0% 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.
|
2,511,220 | $204,789,989 | |
| 8 | SYF |
Synchrony Financial
|
1,550,645 | $117,926,550 |
All Filings in LX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,152,991 | 585,275 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,057,982 | 485,314 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $3,593,807 | 1,099,024 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $13,661,039 | 2,563,047 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,225,245 | 586,026 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,578,264 | 751,067 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $456,105 | 78,639 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $101,686 | 37,385 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $200,388 | 121,448 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $55,887 | 31,049 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $139,248 | 75,679 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $146,186 | 66,148 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $56,731 | 24,774 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $80,576 | 29,733 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $60,808 | 32,005 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $44,467 | 26,312 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $112,098 | 50,269 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $117,784 | 44,956 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $356,118 | 92,259 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $518,154 | 87,972 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,251,202 | 102,139 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $959,421 | 95,370 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $14,428,235 | 2,153,468 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $17,365,427 | 2,535,099 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $25,845,846 | 2,429,121 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $17,916,858 | 2,019,939 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||