Position in WRLD
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$18,023,652
+$10,393,317 QoQ
Shares Held
133,469
+145.6% QoQ
Ownership
2.88%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WRLD Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026UBS Group AG holds $8,834,418,070 across 51 Credit Services names. WRLD ranks #19 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,048,170 | $3,641,438,893 | |
| 2 | MA |
Mastercard Inc
|
3,642,800 | $1,820,161,443 | |
| 3 | AXP |
American Express Co
|
4,566,249 | $1,381,198,994 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
36,417,201 | $578,305,150 | |
| 5 | COF |
Capital One Financial Corp
|
2,673,573 | $487,739,918 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
5,636,577 | $254,942,374 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,302,217 | $105,487,581 | |
| 8 | SYF |
Synchrony Financial
|
1,337,923 | $91,005,521 |
All Filings in WRLD
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,023,652 | 133,469 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $7,630,335 | 54,351 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $8,819,973 | 52,146 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,018,290 | 97,010 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,927,091 | 62,640 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,430,342 | 83,870 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,543,882 | 30,038 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,666,988 | 29,673 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $772,452 | 5,328 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $471,604 | 3,613 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $280,419 | 2,207 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $501,733 | 3,744 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $196,896 | 2,364 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $85,127 | 1,291 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $55,961 | 578 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $24,692 | 220 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $212,557 | 1,108 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $600,320 | 2,446 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $79,054 | 417 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $142,292 | 888 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $282,617 | 2,178 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $423,803 | 4,146 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $472,863 | 4,480 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $270,270 | 4,125 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $254,209 | 4,655 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||