Position in RM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,585,540
+$460,887 QoQ
Shares Held
38,484
+10.4% QoQ
Ownership
0.417%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 122 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RM Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS Group AG holds $10,271,486,132 across 51 Credit Services names. RM ranks #33 (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 RM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,540 | 38,484 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,124,653 | 34,873 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,601,149 | 41,320 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $2,208,096 | 56,676 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,969,722 | 101,668 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,618,412 | 53,750 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,539,361 | 45,302 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $204,502 | 6,252 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $81,104 | 2,822 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $194,720 | 8,043 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $228,804 | 9,123 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $125,334 | 4,528 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $138,500 | 4,541 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $64,884 | 2,487 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $130,317 | 4,641 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $280 | 10 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $188,754 | 5,051 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $290,641 | 5,984 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $378,315 | 6,584 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $259,540 | 4,461 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $192,768 | 4,142 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $61,937 | 1,787 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $51,598 | 1,728 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $18,192 | 1,092 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,606 | 3,648 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $72,766 | 5,327 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||