UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 861177
NEW YORK, NY
Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$75,060,499
-$33,231,259 QoQ
Shares Held
4,726,732
+14.3% QoQ
Ownership
0.368%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 42.72717386981111.ToString("F0")%
Shared 0.ToString("F0")%
None 57.27282613018889.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $11,466,118,663 across 35 Credit Services names. SOFI ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,911,572 | $4,204,633,514 | |
| 2 | MA |
Mastercard Inc
|
7,094,726 | $3,544,950,787 | |
| 3 | AXP |
American Express Co
|
5,247,405 | $1,587,235,059 | |
| 4 | COF |
Capital One Financial Corp
|
6,935,991 | $1,265,332,831 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,464,770 | $292,401,542 | |
| 6 | SYF |
Synchrony Financial
|
4,261,003 | $289,833,420 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
4,726,732 | $75,060,499 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
1,064,236 | $48,763,288 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $75,060,499 | 4,726,732 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $108,291,758 | 4,136,431 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $96,097,619 | 3,637,306 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $65,810,299 | 3,613,965 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $31,694,863 | 2,725,268 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $38,798,140 | 2,519,360 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $16,813,652 | 2,139,142 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,658,902 | 2,368,972 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,808,745 | 1,343,664 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $13,369,454 | 1,343,664 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,572,437 | 1,323,209 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,209,208 | 984,318 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,974,807 | 984,318 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,650,325 | 1,008,748 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,585,386 | 939,629 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,161,361 | 979,386 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,565,948 | 1,118,090 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,217,133 | 1,089,003 | Shares | Defined | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||