UBS Group AG

Position in UPST — Upstart Holdings, Inc.

CIK 1610520 ZURICH, V8

Back to UPST Full portfolio

Position in UPST

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$53,266,735

+$30,646,849 QoQ

Shares Held

1,503,436

+70.5% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#12

of 364 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in UPST Over Time

Shares Held

Position Value (USD)

Derivatives in UPST

reported options exposure · as of Jun 30, 2026

CallValue

$1,240,050

CallShares

35,000

PutValue

$1,594,350

PutShares

45,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

UBS Group AG holds $10,270,771,741 across 51 Credit Services names. UPST ranks #12 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 UPST

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,594,350	45,000	-88.0%	Put	Defined	2026-08-13
2026-06-30	$53,266,735	1,503,436	+70.5%	Shares	Defined	2026-08-13
2026-06-30	$1,240,050	35,000	-41.9%	Call	Defined	2026-08-13
2026-03-31	$9,618,750	375,000	+316.7%	Put	Defined	2026-05-05
2026-03-31	$22,619,886	881,867	+37.3%	Shares	Defined	2026-05-05
2025-12-31	$3,935,700	90,000	0.0%	Put	Defined	2026-01-29
2025-12-31	$28,080,649	642,137	-22.2%	Shares	Defined	2026-01-29
2025-12-31	$2,632,546	60,200	+301.3%	Call	Defined	2026-01-29
2025-09-30	$4,572,000	90,000	+80.0%	Put	Defined	2025-11-13
2025-09-30	$762,000	15,000	+50.0%	Call	Defined	2025-11-13
2025-09-30	$41,927,676	825,348	+0.6%	Shares	Defined	2025-11-13
2025-06-30	$53,041,607	820,062	+8.2%	Shares	Defined	2025-08-14
2025-03-31	$34,887,285	757,925	+34.9%	Shares	Defined	2025-05-13
2024-12-31	$34,605,045	562,044	+19.8%	Shares	Defined	2025-02-14
2024-09-30	$18,775,250	469,264	+20.8%	Shares	Defined	2024-11-14
2024-06-30	$9,166,717	388,585	+225.3%	Shares	Defined	2024-08-14
2024-03-31	$3,211,876	119,445	+43.1%	Shares	Defined	2024-05-13
2023-12-31	$3,410,420	83,466	+169.3%	Shares	Defined	2024-02-09
2023-12-31	$408,600	10,000	0.0%	Call	Defined	2024-02-09
2023-09-30	$884,568	30,994	-68.2%	Shares	Defined	2023-11-09
2023-09-30	$285,400	10,000	+109.7%	Call	Defined	2023-11-09
2023-06-30	$3,493,766	97,564	+3.2%	Shares	Defined	2023-08-11
2023-03-31	$794,500	50,000	+400.0%	Put	Defined	2023-05-12
2023-03-31	$1,501,572	94,498	+22.0%	Shares	Defined	2023-05-12
2022-12-31	$1,023,915	77,452	-37.5%	Shares	Defined	2023-02-08
2022-09-30	$207,900	10,000	+75.4%	Put	Defined	2022-11-10
2022-09-30	$2,578,042	124,004	-24.5%	Shares	Defined	2022-11-10
2022-06-30	$5,196,271	164,335	-3.9%	Shares	Defined	2022-08-10
2022-03-31	$621,813	5,700	+5600.0%	Put	Defined	2022-05-16
2022-03-31	$18,658,861	171,041	+163.2%	Shares	Defined	2022-05-16
2022-03-31	$520,250	4,769	—	Call	Defined	2022-05-16
2021-12-31	$9,832,379	64,986	+11.1%	Shares	Defined	2022-02-14
2021-12-31	$15,130	100	0.0%	Put	Defined	2022-02-14
2021-09-30	$31,644	100	0.0%	Put	Defined	2021-11-15
2021-09-30	$18,513,637	58,506	+14.4%	Shares	Defined	2021-11-15
2021-06-30	$12,490	100	-98.6%	Put	Defined	2021-08-13
2021-06-30	$6,388,884	51,152	+566.6%	Shares	Defined	2021-08-13
2021-03-31	$988,742	7,673	+827.8%	Shares	Defined	2021-05-12
2021-03-31	$914,906	7,100	—	Put	Defined	2021-05-12
2020-12-31	$33,700	827	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.