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 Jun 30, 2026
· filed Aug 13, 2026
Position Value
$88,306,463
+$13,245,964 QoQ
Shares Held
4,925,068
+4.2% QoQ
Ownership
0.381%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#24
of 913 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $12,976,120,533 across 36 Credit Services names. SOFI ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
15,720,068 | $5,393,398,122 | |
| 2 | MA |
Mastercard Inc
|
6,987,990 | $3,589,031,658 | |
| 3 | AXP |
American Express Co
|
5,053,409 | $1,709,315,591 | |
| 4 | COF |
Capital One Financial Corp
|
6,524,225 | $1,308,890,014 | |
| 5 | SYF |
Synchrony Financial
|
4,174,429 | $317,465,319 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,593,196 | $284,694,198 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1,245,563 | $101,575,658 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
4,925,068 | $88,306,463 |
All Filings in SOFI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,306,463 | 4,925,068 | Shares | Defined | 2026-08-13 | |
| 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. | ||||||